Fort Washington Financial & Insurance Services, Inc.

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantFresno, California

Contact

Address
8525 North Cedar Avenue Suite 107, Fresno, California, 93720
Phone
(559) 435-8869
Website
fortwashingtonfinancial.com/
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Business Hours

SundayClosed
Monday08:30am – 04:00pm
Tuesday08:30am – 04:00pm
Wednesday08:30am – 04:00pm
Thursday08:30am – 04:00pm
Friday08:30am – 02:00pm
SaturdayClosed

Description

Our firm specializes in helping business owners design retirement plans that help them save on taxes, accumulate funds for retirement, and retain key employees. We alleviate business owners' concerns regarding complex legal requirements, employee participation quotas, and fiduciary duties, among many other potential challenges. Clyde Ford and Michael Deferro have decades of experience structuring all forms of retirement plans and can help business owners design the most suitable structure to accomplish their objectives. Once a retirement plan has been implemented, we work with each individual plan participant to develop sound retirement strategies and preserve wealth.

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