Retirement Plans

 

Retirement Plans

Retirement plans have unique funding and withdrawal requirements that drive the implementation of a long-term investment approach and a sophisticated ongoing liability management strategy.

Our advisors will help plan administrators understand these requirements and design a strategy to meet the long-term objectives of the plan and its participants. We structure the Brightworth Global Investment Solution to meet the customized needs of the plan, and provide performance reports at the portfolio, asset class and individual manager levels to ensure accountability and transparency.

Our Expert Advisors

Dave Polstra, CPA, CFP®, CIMA®
Dave Polstra, CPA, CFP®, CIMA®
Partner | Co-Founder | Wealth Advisor

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Ray V. Padrón, CPA, CFP®, CIMA®
Ray V. Padrón, CPA, CFP®, CIMA®
Chief Executive Officer | Wealth Advisor

Ray has over 25 years of experience working through the complex wealth planning issues business owners, executives and retirees face. His expertise and experience brings a unique...

Nathan Corbitt, CPA, CFA, CFP®, CExP™️
Nathan Corbitt, CPA, CFA, CFP®, CExP™️
Partner | Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.