GratkeWealth
Investment Management - Beaverton, Oregon, United States
GratkeWealth Employees
GratkeWealth Details
OPTIMIZED AND EFFICIENT RETIREMENT PLANNING There are limitless active and passive strategies we can take to help you optimize your retirement planning and 401(k) structure. We usually end up striking a balance between aggressive and simplistic, optimized and balanced, and works – not just well, but well for you. We spend the time necessary to get to know you, your team and their lifestyle choices that define their retirement needs, under all market conditions and over the long run. The quality of your 401(k) plan will impact your team's ability to retire well. There's more to plan for than just performance. You'll need to consider the fees charged by plan providers, the lifestyle and unique needs of your staff and the size of your match when deciding how well your team will meet their retirement goals. Together with Retirement Plan Advisory Group (RPAG), Gratke Wealth is the largest retirement plan consulting group in the nation. Our core practice areas include 401k retirement plan investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting. Through responsive and seamless plan design and administration, Gratke Wealth is committed to helping your team through their unique retirement goals. Our PerfectDay process for companies as well as for non-profits are designed to help you reach the "perfect day" — however that looks to you.
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