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FUND EVALUATION
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SAMPLE FUND ANALYSIS
About StrategIQ® Retirement Planning Services
With decades of experience, StrategIQ® specializes in providing comprehensive retirement plan services. As a fee-only Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC), we are committed to working with you to create and manage a successful retirement plan.
Our team consists of highly qualified professionals, including Accredited Investment Fiduciaries (AIF®), Certified Investment Management Analysts (CIMA®), Chartered Financial Analysts (CFA®), and Certified Financial Planners (CFP®). Together, we are dedicated to driving positive participant outcomes and ensuring you meet your fiduciary responsibilities to your retirement plan, your company, and your plan participants.
What sets us apart is our unique fiduciary approach, tailored specifically to meet your retirement plan needs. At StrategIQ®, we prioritize the achievement of positive participant outcomes above all else. Whether you’re a plan sponsor, business owner, or retirement plan decision-maker, our financial professionals will help you reach your retirement goals while fulfilling your legal obligations.
Experience the StrategIQ® advantage and secure a brighter financial future for yourself and your employees.
For additional information on StrategIQ's business services, please click here.
