Material contained on this website is intended for information purposes only and does not constitute investment advice or an offer or solicitation to purchase or sell in any securities or any investment strategy. Advisory services are not offered to any person in any jurisdiction in which an offer or solicitation would be unlawful under the advisory laws of such jurisdiction.

Investments are Not FDIC Insured, have No Bank Guarantee, and May Lose Value.

The value of your account will fluctuate, so that when sold, it may be worth more or less than your original investment. Investing for short periods make losses more likely.

Retirement Plan Consultants LLC does not provide tax or legal advice. Investors should work with their own professional (attorney or tax) regarding consequences, if any, as it relates to their circumstance.

Questions asked regarding your risk tolerance and goals are specific to your investment through Retirement Plan Consultants LLC and are not intended as a holistic review of your entire portfolio.

Past performance does not guarantee future results.  Unless otherwise specified, all return figures shown above are for illustrative purposes only, do not include investment management fees, and are not actual customer or model returns. Performance of a client’s account will differ based on the timing of securities transactions, actual asset allocations, and fees. Diversification does not guarantee a profit or protect against a loss in a declining market. It is used to help manage risk. 

Information contained in the material is based on data from multiple sources and Retirement Plan Consultants LLC makes no representation as to the accuracy or completeness of data from sources outside of Retirement Plan Consultants LLC. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Retirement Plan Consultants LLC. Retirement Plan Consultants LLC is not responsible for the information contained on any third party web site or your use of or inability to use such site. The terms, conditions, and privacy policy of any third party web site may be different from those applicable to your use of any Retirement Plan Consultants LLC web site. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Retirement Plan Consultants LLC. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.

Charles Schwab & Co., Inc. is one of the firms we use to custody our client assets.  These materials have been independently produced by Retirement Plan Consultants. Retirement Plan Consultants is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Retirement Plan Consultants provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.