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Wealth Rx

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2431 Devine Street v Columbia, SC 29205 v Tel: (888) 799-9203 v

Fax: (803) 254-4474

Retirement Rx™ is our unique group retirement planning process, designed specifically with successful physicians groups in mind. This proprietary planning process provides the strategy, structure and solutions that create a compliant and efficient retirement plan for both trustees and employee participants. Our fiduciary prospective provides an unbiased approach to retirement plan structure and investing.

Just as with Wealth Rx™, it must be understood that Retirement Rx™ is a systematic, disciplined process delivered with personal advice. The goal is to help you design and implement the retirement planning structure that will help protect trustees while attracting and retaining employees. Retirement Rx™ is a disciplined regimen that provides a new level of confidence in your employees' financial futures.

 

If you would like to receive more information about our Retirement Rx™ process for your employee group, please contact Katie Stokes at        803-799-9203 or via e-mail at kstokes@jewilson.com.