Our Services

H. E. Sechman Retirement Planning is a full service financial firm committed to helping people pursue their financial goals. We are able to provide clients with fee-based planning services in addition to the traditional arrangement. A fee-based planning relationship, means the client pays an agreed upon fee for the services received. The fee is paid directly from the client. These options allows clients to decide how they want to work with us.

We offer a wide range of financial products and services to help individuals, families, and business owners. We want you to be comfortable and confident when working with us. Therefore, we offer an initial consultation at no charge and no obligation to discuss your financial goals and current situation, and determine if we can be of assistance to you.

 

               Individuals & Families

We have the flexibility to provide you with choices as to the products and accounts that fit your planning. While developing a customized financial plan, we will walk you through a step-by-step process that will help you feel confident in your decisions. For more on how we work with clients, click here.

We can help you construct and execute a suitable financial and retirement plan utilizing the following products and services:

  • Investment management
  • Retirement income strategies
  • Life Insurance
  • College Planning
  • Tax management strategies
  • Estate Planning
  • Special Needs Planning

Please contact us if you have any questions about our firm or the range of financial products and services we provide.

 

                Businesses

H. E. Sechman Retirement Planning has been working with owners and trustees to fulfill their fiduciary responsibility in managing company sponsored retirement plans since 1990. Many trustees are not sure what their duties are and have not even been told that they are fiduciaries. It is increasingly important that plan trustees know exactly what their duties are and fulfill them every year.

Some of the fiduciary responsibilities we help business owners and trustees to manage are:

  • Selection of plan provider
  • Development of the Investment Policy Statement
  • Investment Selection
  • Employee education

H. E. Sechman Retirement Planning holds annual education meetings for all employees to help them understand the company sponsored plan, the importance of saving for retirement, and to provide investment education.

We work with business owners on several different types of company sponsored retirement plans, including:

  • 401k
  • SIMPLE IRA
  • SEP IRA

If you are unsure if you have fulfilled your fiduciary duties, or would like analysis of your company plan conducted by an independent third party, please contact us here. We always offer an initial consultation at no charge and no obligation.