Most individuals who invest for retirement usually do this through their company retirement plan.  Additionally, it would be fair to say that many people have the bulk of their retirement savings in their company retirement plan.  However, very few of these individuals ever seek constructing the right portfolio for them within these plans.  At Shealy Wealth Management, we recognize the importance in having a company retirement plan properly invested during the pre-retirement years in order to help achieve the desired lifestyle in retirement.  This is precisely why the wealth advisors at Shealy Wealth Management take a pro-active stance on providing recommendations within your company retirement plan where we are the broker of record.  Most of the time, these recommendations are provided on a complimentary basis if the individual has a relationship in place with Shealy Wealth Management where a service is being utilized.