George Robertson, CFP, CRPS, AIF

Is Your Qualified Retirement Plan All that It Should Be?

Plan Smart

Ask George Robertson

George is a Chartered Retirement Plan Specialist (CRPS™) and an Accredited Investment Fiduciary (AIF™). With specialized knowledge and technical expertise, he can help you evaluate your qualified retirement plan to help reduce expenses, improve performance, and decrease potential liability.

George Robertson

Attention to Detail

George's decision-making process takes the guesswork out of designing and administering a qualified retirement plan. His meticulous attention to detail and due diligence eliminates costly mistakes - helping reduce administrative expenses, and trustee liability. This helps provide a stable and secure retirement plan for you and your employees.

George also provides educational programs to make your trustees aware of their fiduciary responsibilities. His effective management helps ensure your retirement plan is running at peak efficiency, and in full compliance with ERISA standards and regulations.

Market News

Market Update: Fall 2019 (PDF)

Also see our Newsletters page for more market news.


Long-term Planning

Choosing the right investments can have a major impact on your qualified retirement plan. As an Accredited Investment Fiduciary, and Chartered Retirement Plans Specialist, George has both special training and experience in helping trustees choose investments for their plan.

See George's FINRA BrokerCheck to review his investment professional background.

Plan the Future Today

Build a smarter retirement plan for your business - put Seattle's qualified trust specialist on your team. Call George Robertson today.


Gain the Information You Need

Your company retirement plan is possibly one of the most important benefits your company offers. Yet few Trustees really evaluate their plan to make sure it is achieving its goals. In addition, if proper procedures have not been followed, there could be hidden liabilities that many Trustees are not even aware of. By taking time to answer just a few questions you can receive a free RETIREMENT PLAN EVALUATION to find out if your plan could be improved or if there may be some potential liabilities you should be aware of.

Learn more about:


Retirement Plan Evaluation

More questions? E-mail George. He'll be happy to answer all your questions!

Disclaimer:

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

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