Bellevue, WA, June 19, 2012 --(PR.com
)-- Appropriate Balance Financial Services, Inc. (ABFS) announced today that it will leverage its extensive investment management experience by expanding into 401(k) and 403(b) pension planning services.
“This is a very natural extension of the investment management and financial planning business we have been in for years,” said Mark Jaeger, ABFS COO.
ABFS serves many types of businesses, and has been serving the health care industry in particular since it was founded in 1984.
Doug Custer will lead the 401(k) initiative for ABFS. Doug has worked in the financial services industry for 19 years, focusing mainly on providing financial and retirement planning services to individuals and businesses.
Doug commented, “Navigating the defined contribution plan marketplace can be challenging, with continuous innovation of service platforms, new product development, and frequently changing compliance requirements. With our resources and expertise, we are in a strong position to serve organizations and their employees by providing sound and objective advice, and helping them navigate the myriad options available.
“Assuming the role of co-fiduciary, our goals are aligned with our clients. We work together with plan sponsors to construct 401(k) and 403(b) plans that help meet the retirement-planning needs of their plans’ beneficiaries, using thorough, diligent, well-defined processes, and open architecture platforms.”
About Appropriate Balance Financial Services, Inc:
Founded in 1984, Appropriate Balance Financial Services, Inc. (ABFS) is a Securities and Exchange Commission (SEC) Registered Investment Advisor and wealth management firm located in Bellevue, Washington.
For over 28 years, ABFS has been assisting individuals and companies with their long-range financial goals and objectives. ABFS provides financial planning, investment management and pension advice. With $350 million under management for clients in 26 states, ABFS is large enough to achieve “institutional economies of scale”, yet small enough to maintain an independent approach to investing. The firm is best known for its focus on protecting investor wealth in bear markets.
Doug Custer, CFP®, AIF®
Appropriate Balance Financial Services, Inc.