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Retirement Consulting, with a Personal Touch
We help our clients to create a culture of savings for themselves and their employees.
We create financial strategies tailored to your goals.
Our roots are grounded in corporate sponsored retirement plan design and implementation. The company was started over 46 years ago as a third party administrator for pension plans. We have evolved into a full service consulting firm that aids with plan governance, fiduciary support, investment menu creation, and other valuable services. Each company gets a unique service model that is tailored to their needs.
Situated in Walnut Creek California, Next Step Retirement is a boutique investment consulting firm focused on meeting the needs of employers and their employees. We are specialists in retirement plan consulting, supplemental executive savings plans, specialized insurance for owners/C-suite executives and retirement goal setting for individuals.