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Business Profile

Retirement Planning Services

Achieve Retirement

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

About

About This Business

Achieve Retirement is an investment and retirement benefits advisor that offers management assistance to company sponsored 401(k)/403(b) plans by focusing on fiduciary responsibility, plan expenses, and employee education and awareness. 

Products and Services

401(k) Fee Benchmarking Analysis, Personal Wealth Management, Employee Education, Plan Sponsor Education, Investment Monitoring, Plan Design Consulting, Certified Plan Sponsor Professional

Business Details

BBB File Opened:
7/9/2013
Business Started:
6/17/2008
Business Incorporated:
6/17/2008
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
McKinlay Smallwood Financial Partners, LLC
Business Management:
Mr. James Smallwood, Principal
Ms. Cyndie Hodges, Principal
Mr. Patterson McKinlay, Principal
Mr. Thomas Little, Operations Manager

Additional Contact Information

Principal Contacts
Mr. James Smallwood, Principal
Ms. Cyndie Hodges, Principal
Mr. Patterson McKinlay, Principal
Customer Contacts
Mr. James Smallwood, Principal
Fax numbers
Primary Fax: (303) 370-0118

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

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