Retirement Planning Frederick, MD

Retirement Planning Frederick, MD Firm Kampstra Wealth Management

Like most business owners, you know your business inside and out. You get the job done without missing a beat. You feel like you can do it all, and you usually do. It is easy to put off crucial, long-term financial planning that can help you and your business in your daily rush. Before you know it, you are five or ten years down the road, with critical financial and retirement planning areas still unaddressed. If the unexpected occurs, your business can change in an instant.

Working with a trusted Frederick retirement planning advisor is one of the most important decisions you can make for your company. You want the best for your employees, and a retirement plan can be a significant driver of financial success for them and your company. We share in this mission to help your employees achieve their financial goals, and that’s why we act as a fiduciary when advising you and your employees, acting in your best interest at all times. Kampstra Wealth Management means bringing simplicity and transparency to your company retirement plan.

We have experience working with 401(k) and Profit Sharing Plans, 457 Plans, municipal pension plans, cash balance plans, and SIMPLE and SEP IRAs.

Talk with us about your company retirement plan

We have expertise working with 401(k) and Profit Sharing Plans, 457 Plans, municipal pension plans, cash balance pension plans, and SIMPLE and SEP IRAs.

About Frederick, Maryland: Frederick, MD has a fascinating history, pedestrian-friendly streets, scenic architecture, and several notable wineries. Frederick, MD has made numerous lists as one of the best places to live in the United States because of its gorgeous landscapes, home to Civil War-era buildings, museums, galleries, unique shops, and cutting-edge restaurants – all within and around an impressive 40-block historic district. Frederick offers the perfect blend of old meets new, where startups and tech companies doing cutting-edge research are housed in buildings as old as 200 years.

Frederick Retirement Planning

At Kampstra Wealth Management, we understand the concept of retirement has significantly changed over the past decade. Increasing life expectancy means we can no longer afford to merely save our money — we must be intelligent and strategic with every financial decision we make. A company retirement plan can be a significant factor for financial success for both the employer and employees.  In today’s world, retaining, recruiting, and rewarding employees is as tricky as ever, and that’s where a workplace retirement plan can help.

Kampstra Wealth Management serves as your primary point of contact, quarterbacking all aspects of your company retirement plan, giving you the freedom to focus on the management and growth of your business. We can assume fiduciary responsibility for plan investment selection and monitoring, reducing your liability, and keeping the interests of your retirement plan participants front-and-center.  

We know that managing a company retirement plan can be challenging and time-consuming without the guidance of a professional business retirement planning firm in Frederick, MD. We will deliver comprehensive retirement solutions that keep your company’s best interest in mind while ensuring your employees are satisfied with their plans.

  • Fiduciary Support
  • Fee Benchmarking
  • Investment Analysis
  • Target-Date Fund Consulting
  • Plan Design
  • Employee Engagement

Kampstra Wealth Management has supported business owners and their employees for years.  Our advisors are licensed in 24 states, and we work with clients all over the country.  Locally, our services reach clients in Frederick, MD, throughout Maryland, and into Pennsylvania.

FINRA Broker Check

Learn more about Kampstra Wealth Management. Use FINRA's BrokerCheck to make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information.

Kampstra Wealth Management

We’re established and active in our community.

The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.

Address

 37 S. 5th Street
Gettysburg, PA 17325

Phone (717) 334-0097
Fax (717) 334-9203 

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services offered through Osaic Advisory Services, LLC, a registered investment advisor. Kampstra Wealth Management and Triad Advisors, LLC are not affiliated.