As a retirement plan sponsor you need a trusted advisor who understands the complexities of the retirement plan market and who examines your specific needs before offering solutions. A committed partner to help you manage the retirement plan so you can focus on what you do best - running your company. The Fitch & Strong Group is that advisor and partner. Great Valley Advisor Group and [Fitch and Strong] are separate entities from LPL Financial.
Services
The Fitch and Strong group was founded in 2009 with the Mission to bring Business and Individual retirement planning to business owners and their employees. Matt and Bryan's partnership first started at Wells Fargo private client service group where Bryan was doing personal financial planning and Matt was a licensed business banker.
At the Fitch & Strong Group we understand that planning is everything when it comes to pursuing your long term financial goals. Having a customized plan tailored towards your personal goals and aspirations will help you work towards achieving your financial goals and seek to allow you to spend more time with your family and personal life.
It's important to develop a plan for managing a client's total wealth and distributing their estate on their terms. Estate planning aims to provide a process for disposing of property upon death in a way that recognizes our clients' wishes and the needs of their survivors, all while minimizing taxes.
One of the biggest questions we get when it comes to life insurance is "am I protected". You may already have some life insurance, but is it enough to cover all of your expenses you may encounter? Think about the cash and income needs your family will have if you die prematurely. Which of these are of concern to you and your family?
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