In order to get started, we will need to do the following:
- Contact us by calling 301-588-0514 or email Jim.Musgrave@RFSadvisors.com. We would like to learn more about your situation and see how we may help you.
- If you have an existing plan, fill out the Retirement Plan Evaluator form. Once we have your form, we will schedule an initial meeting. If you need a new or startup plan, we will discuss your options and provide information.