Norwood Economics

Headquartered in the Indianapolis area, our mission is to facilitate a successful retirement both for individual households and for companies offering retirement plans to their employees. We represent a diverse array of individual clients and their wealth management needs. We specialize in low-cost, diversified portfolios managed by institutionally trained money managers. Our Wealth Management services include Investment Management, Retirement Planning, Financial Planning, Tax Planning, Estate Planning, and Elder Care. As employer-sponsored retirement plan advisors, we are vigilant, low-cost experts under ERISA. We are fiduciaries held to a high standard of care with plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Our mission is to provide low-cost, unbundled 401(k) and Cash Balance plans that are custom-designed to meet your needs as a business owner.

网站

https://www.norwoodecon.com

Norwood Economics的外部链接

所属行业

金融服务

规模

2-10 人

总部

Fishers，Indiana

类型

私人持股

创立

2013

领域

Financial Planning、Retirement Planning、Investment Advisor、3(21) Plan Advisor、Tax Planning、Estate Planning、Elder Care、Cash Balance Plans、401(k) Plans、Investment Management、Defined Contribution、Defined Benefit、Retirement Plans、3(38) Plan Advisor和Wealth Management