Manage - Preserve - Spend - Your Retirement

Why should you partner with The Wealth Factory?

The Wealth Factory is an independent firm that specializes in goals-based investing.  We build your plan without ties to any particular investment or product, giving you more choices.  We're committed to delivering our best objective advice, always putting your interests first.

We help identify and prioritize your most important and meaningful goals.  We personalize your plan using specialized knowledge workers, financial tools and strategies in order to pursue your goals.

Costs matter!  You deserve a straightforward and transparent statement of all costs and it's important to understand what you're paying.  The less you pay, the more you keep.

Put the power of The Wealth Factory to work for you!

Who do we serve?

We work with investors, retirees and business owners from all walks of life.  We have extensive experience working with different company retirement and pension plans.  Retirement choices are among the most important you'll ever make. 

Talk to a professional today.  Learn how to optimize Social Security and compare your options for those retiring with PSERS, Thrift Savings Plan, TIAA, or personal retirement savings.  

I'd like a free retirement and pension plan review!