It’s not just about retiring comfortably. It’s about retiring confidently.
Canby Financial Advisors can create a customized retirement plan that helps you do what’s best for your business and your employees. Guided by your company’s distinct goals and our knowledge of various types of retirement plans, we combine design, investment analysis, and participant engagement services in a comprehensive plan that delivers optimal outcomes. We also work closely with you and your advisors to help you manage risks, comply with regulatory requirements, and review your plan’s complete costs, so you and your employees can move toward tomorrow with clarity and confidence.
To learn more about how we can help, please visit the following pages:
- Plan Design
- Managing Fiduciary Liability
- Participant Education and Engagement
- Types of Retirement Plans