Retirement Plan Specialist
Duchess Galbraith has been a Qualified Retirement Planning Specialist for 26 years. She assists Plan Sponsors in making certain their 401(k) Plans meet all Department of Labor and IRS guidelines to be in compliance with Federal regulations. She also is responsible for communicating with Plan Participants to make certain they understand their Plan, its costs, investment platform, and benefits to their future retirement security.
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
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