If you check out my profile, you will notice that I am no longer working at a funeral home. However, our firm, The Granville Investment Group, is approved for 2CE's by the Board for 2009-2010. We are making our way around the State to District meetings talking about "Retirement Planning for the Funeral Director". Do Funeral Directors really retire?? Even if you plan to work "till you drop", you should have a plan. We've told families about the benefit of preplanning their funerals. It does make sense to plan for the future.

Whether you have a plan or not, we'd be honored to talk with you to help make sure you're on the right path! We work with hundreds of clients from all over the State of Ohio (and the U.S). We can help with 401k's, IRA's, Cash Balance Plans, Profit Sharing, etc... Just like we don't like people handling their own funeral services without the advice of a professional, it makes sense to work with a financial planning professional who is part of an experienced team.

How many of you have a company sponsored plan (ie: 401k, etc...)?? If there is a plan, are you contributing to maximize the company match (if there is one!)? How do you determine what investments to use? Do you know if you're saving enough?

Just a few questions to get a discussion going....