Rohn S. Trieglaff, CLU, CHRS®, AIF®

Providing Group Benefits Consulting for Fiduciaries

   

Specialties


  • Employee benefits
  • Retirement and group insurance plan analysis and design assistance
  • Knowing an investment management process that is managed to an appropriate fiduciary standard of care
  • Investment portfolio management education, investment committee organization and guidance

 

Securities offered through LPL Financial, Member FINRA www.finra.org and SIPC www.sipc.org.  Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor and separate entity from LPL Financial.  The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: California, Hawaii and Idaho.