BBB Accredited Business Profile

Achieve Retirement

Achieve Retirement

(303) 393-4032

Achieve Retirement

8 years in business

8055 E Tufts Ave Ste 1000
Denver, CO 80237-2861

BBB File Opened: 7/09/2013
Business Started: 6/17/2008
Business Started Locally: 6/17/2008
Type of Entity
Limited Liability Corporation
Business Management
  • Mr. James Smallwood, Principle
  • Ms. Cyndie Hodges, Client Advisor
  • Mr. Patterson McKinlay, Principle
Contact Information
  • Principal: Mr. James Smallwood, Principle
  • Ms. Cyndie Hodges, Client Advisor
  • Mr. Patterson McKinlay, Principle
Business Category
  • Retirement Planning Service
  • Financial Services

Alternate Business Names
  • McKinlay Smallwood Financial Partners, LLC

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Overview

We specialize in helping companies better manage their company sponsored 401(k)/403(b) plans by focusing on fiduciary responsibility, plan expenses and employee education and awareness.

Our goal is to ensure that your retirement plan participants are on track towards their financial goals.

Specialties:  Provide Support with Fiduciary responsibility, 404c compliance, 401k & 403b plan design, employee education, fund analysis, Investment Policy Statements preparation and review.

We work closely with our clients, building up relationships for a long term partnership.


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Achieve Retirement

Achieve Retirement

BBB ACCREDITED SINCE 7/15/2013

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