>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional

Investment Advisory ServicesEstate Transfer PlanningRetirement Plan ConsultingComplete Financial PlanningInsurance Planning Strategies

Retirement Plan Design and Consulting

Kolinsky Wealth Management’s Retirement Planning Division has the resources and depth of experience to provide a variety of retirement plan strategies and services.

As our clients are different, so are the retirement plans we develop for them. High net worth individuals sometimes require unique elements to their plans. Businesses may require a 401(k) plan, a profit sharing plan, a defined benefits plan or even a hybrid combination. Each plan design should have components that reflect a client’s current circumstances and future needs. It is our goal to provide the expertise and tools that will help ensure a secure financial future for each of our clients.

KLW_1883_Comp5Kolinsky Wealth is a member firm of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans. Our alliance represents 370 member firms in 45 states, serving 21,000 plan sponsors with $86 billion in collective assets under advisement. We offer objectivity and attention of an independent advisor with strength and resources of a national leader.

Our services include:

  • Fee Benchmarking and Vendor Searches through our B3 Provider AnalysisSM
  • Independent Investment Due Diligence using the proprietary ScorecardSM System
  • Fiduciary Guidance, utilizing the Fiduciary Fitness ProgramTM
  • High-touch Participant Education delivering a roadmap to retirement

We have built our business on personal relationships and referrals from clients like you. Please download our referral form below.