McGohan Brabender - McGohan Brabender Financial

McGohan Brabender Financial

McGohan Brabender Financial is a separate division of McGohan Brabender. They are a financial services firm dedicated to both employer-sponsored retirement plans and the individual investor. With this dual commitment, they provide companies and individuals with integrated service and seamless transitions for all of life’s investment needs.

Employer-Sponsored Retirement Plans
Whether you’re a human resources manager or business owner, selecting and managing a company retirement plan such as a 401(k) is critical for your business. The good news is you and your employees are not alone. McGohan Brabender Financial collaborates with its clients on the retirement plan selection process, working with each employer to provide a plan that best fits their needs when it comes to:

Reporting requirements
Implementation and ongoing service
Investment Options
Plan design

And McGohan Brabender Financial understands that getting the right plan is only half the story. After the plan is implemented, McGohan Brabender Financial offers their clients more on-going services than any other provider in the region:

A primary contact is assigned for all service and plan issues
Innovative communication and Internet enrollment tools
Individual consultations with each plan participant to select investments
All retired and terminated employees are assisted with their transition out of the employer plan and into individual retirement accounts McGohan Brabender Financial finds you the best retirement plan, and then follows up with the special services you and your employees deserve.

Individual Investor Services
Over a lifetime, most people will require tailored, private financial services in addition to their company-sponsored retirement plan. For these individual concerns, McGohan Brabender Financial is one of the region’s leading financial firms, offering a unique one-on-one professional money management experience with each client. They provide a full spectrum of investment, asset and wealth management services, including:

Retirement and Estate Planning
Traditional & Roth IRA’s
Stocks
Mutual Funds
Retirement Plan Rollovers from previous 401k plans
Education Funding, e.g. 529 Plans
Life Insurance
Long-Term Care Insurance
Professional Third-Party Money Management

--- Offices In: Dayton, Cincinnati and Columbus ---