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Where Tradition and Innovation Meet

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Individuals & Plan Participants

We specialize in developing comprehensive retirement strategies for employees of public schools and the nonprofit sector that need help navigating today’s complex retirement planning landscape. We can educate you on your 403(b) plan and investments, help you allocate your assets based on your goals and tolerance for risk, and assist you with your 403(b) distribution options when you change jobs or prepare to retire.

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403(b) Plan Sponsors

For more than a decade, Classic Financial Services has maintained a focus on helping 403(b) plan sponsors of all sizes manage fiduciary risks while pursuing plan objectives. We strive to be a trusted and respected plan advisor focused on helping to provide a competitive benefit, prepare your participants for retirement and enable plan committees to understand all aspects of their fiduciary duties and responsibilities.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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