Welcome to Retirement & 401(k) Plan Advisors, LLC

Retirement & 401(k) Plan Advisors, LLC is committed to helping you pursue your long-term financial goals by getting to know you, understanding your goals, and applying sophisticated money management strategies tailored to your individual or business needs.
 

INDEPENDENCE - OBJECTIVITY - INTEGRITY

Retirement & 401(k) Plan Advisors, LLC is an independent financial consulting firm with decades of experience.  As an independent financial consulting firm we're able to deliver unbiased recommendations and impartial guidance based directly on your needs and goals. 

We are not employees of an investment company or financial services firm - we are an independent business.  We have the freedom to structure our business in a manner that best services our clients. 

Working with an independent broker-dealer, our independence allows us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. 

We specialize in fee-based money management, 401(k) portfolios, retirement planning and more, while offering unbiased and objective advice to help you achieve your short and long term goals.

RETIREMENT PLANNING

The goal of investing is to ensure financial security later in life.  Gain confidence in your investments through a comprehensive framework based on your needs and resources, designed to shepherd you beyond the accumulation phase and into retirement.

COMMITMENT TO COMMUNICATIONS

In a world that moves at an unsettling pace, communication is important to successful, long term relationships.  As a client, you want information and guidance as you seek to make quality decisions for your financial future.  We believe in a simple philosophy - provide our clients with the most accurate market and account information available, and deliver that information in a way that is easy to understand.

WEALTH ADVISORY SERVICES

We help to create, manage and maintain your wealth.  We take pride in working one-on-one with clients by listening, educating and making appropriate recommendations.  We help individuals and small businesses identify and work toward their financial objectives through personalized wealth accumulation and preservation strategies.  We accomplish this by focusing on the following services:

  • Wealth & Investment Management
  • Retirement Planning
  • Investment Allocation
  • Estate Planning
  • Asset Protection Strategies
  • Tax Planning Strategies
  • Insurance Planning
  • Fringe Benefit Program

FINANCIAL EDUCATION

The Society for Financial Awareness (SOFA)

Scott Leverenz is a member of The Society for Financial Awareness (SOFA), a 501(c)(3) not-for-profit educational speakers' bureau.  SOFA's members are comprised of professionals in finance, tax, real estate, mortgage and estate planning that share a common desire to advance the level of financial literacy for the public at large.

Through workshops and seminars, SOFA teaches people the critical information needed to make good financial decisions so they can prepare for and enjoy a successful financial future.


Click to Download or View SOFA Classes Info Booklet