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RIA Expands Services to Include DC Planning

June 19, 2012 (PLANSPONSOR.com) - Appropriate Balance Financial Services, Inc. (ABFS) will expand its services to offer 401(k) and 403(b) pension planning.

By Jay Polansky editors@plansponsor.com | June 19, 2012

Doug Custer will lead the initiative for ABFS, a registered investment adviser (RIA) located in Bellevue, Washington. Custer has worked in the financial services industry for 19 years, focusing mainly on providing financial and retirement planning services to individuals and businesses.

“Assuming the role of co-fiduciary, our goals are aligned with our clients. We work together with plan sponsors to construct 401(k) and 403(b) plans that help meet the retirement-planning needs of their plans’ beneficiaries, using thorough, diligent, well-defined processes, and open architecture platforms,” Custer said. 

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