Retirement Planning
The Steidle Financial Group, LLC is one of the most renowned financial institutions for individuals relating to investments, insurance and retirement related investments. They are also in some mortgage related investments but not in a huge way.
Investments depend upon factors such as-
Age
Risk taking apetite
Income
Tax rate
Net worth
and more…
These factors need to be studied to enable them to offer you a suitable plan.
The groups primary business is retirement planning and 401k Administration along with how people need to maintain their 401k Plan Retirement accounts.
There are different types of retirement instuments such as -
401(k)
401(a) Profit Sharing Plans
Roth 401(k)
Keough
Defined Benefit Plans
Small Business 401k
The company is also involved in other services and provides you with Plan valuation reports, your preparations of IRS, Vesting reports and Ammendments.
They will give you a yearly report on fund performance in the ones you have invested in and guiding you what is the most optimum plan which suites you.
You can contact them on 1.800.630.401K and seek advise. They are a member of FINRA, SIPC.