Air Financial
Financial Service
Why pick this one
Air Financial provides fee-only retirement plan consulting with fiduciary guidance for plan sponsors and investment committees.
Best for
- Corporate retirement plan sponsors needing fiduciary guidance
- Investment committees needing plan design, benchmarking, and investment monitoring
- Business owners coordinating personal finances with business planning
- Young professionals seeking life, investment, and estate planning
- Pre-retirees and retirees planning income, risk, and wealth preservation
- Institutional investors needing investment strategy, research, reporting, and management support
Specialties
- Life planning
- Estate and legacy planning
- Investment planning
- Business planning
- Institutional investment consulting
- Corporate retirement plan consulting
- Retirement plan fiduciary guidance
- Retirement plan design and benchmarking
- Investment selection and monitoring
Certifications
- Chartered Retirement Plans Specialist® (CRPS®)
What makes them different
- Fee-only, independent, unbiased, conflict-free retirement plan and investment consulting
- More than 20 years of experience
- Fiduciary guidance for retirement plan committees and sponsors
- Documented investment due diligence using an Investment Policy Statement
- Team-based financial planning for individuals, families, businesses, and institutions
Distilled from this business's own website.
Contact & Location
- Address
- 1400 Battleground Ave # 158, Greensboro, NC 27408-8042
- Phone
- 13363787940
- Website
- https://air.financial
Services
- Personal financial planning
- Retirement planning
- Investment consulting
- Estate planning coordination
- Business financial planning
- Institutional investor consulting
- Corporate retirement plan consulting