Clear Picture Retirement Plans
Investment Management Company
Why pick this one
Clear Picture Retirement Plans provides corporate retirement-plan design, implementation, monitoring, and review alongside individualized planning from Barry Macdonald.
Best for
- Businesses seeking customized retirement plan design and ongoing monitoring
- Employers evaluating retirement plan fees, investment monitoring, or ERISA compliance questions
- Individuals coordinating retirement income, IRAs, investments, insurance, estate planning, and tax considerations
- Clients seeking a financial strategy based on risk tolerance, time horizon, and personal goals
Specialties
- Corporate retirement plan design
- Corporate retirement plan implementation
- Retirement plan monitoring and review
- Individual retirement income planning
- Investment and asset-allocation strategies
Certifications
- CFP® educational requirements completed
What makes them different
- Corporate plans are designed, implemented, monitored, and reviewed rather than using boilerplate designs.
- Individual plans address retirement income, cash flow, investments, asset allocation, insurance, estate planning, tax considerations, and legacy planning.
- Barry Macdonald holds a Master of Accountancy from Western Carolina University.
- Barry Macdonald uses a team-based approach that incorporates opinions from sources with diverse backgrounds, education, and experience.
- The firm has access to retirement plan services from multiple established industry providers.
Distilled from this business's own website.
Contact & Location
- Address
- 603 5th Avenue West, Hendersonville, NC
- Phone
- (828) 475-6020
- Website
- https://www.cpretplans.com/
- barry@cpretplans.com
Services
- Corporate retirement plan services
- Individual financial planning
- Investment planning
- Retirement planning
- Wealth management