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Qualified Plan Consulting

The firm will provide qualified plan consulting services to employee benefit plans and their fiduciaries based upon an analysis of the needs of the plan. In general, these services may include an existing plan review, assistance in the development of a retirement plan, evaluation of retirement plan vendors, asset allocation advice, money management services, communication and education services to plan participants, investment performance monitoring, and/or ongoing consulting.

Wealthcare Retirement
Plan services

You and Your Participants

Contact Us:

Trey R. Isgrig, CPA
Isgrig Capital Asset Management, LLC
6720 Woodland Reserve
Cincinnati, OH 45243

Phone: (513) 404-9428
Fax: (513) 457-4711
Email: trey.isgrig@icamllc.com

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