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criteriumfinancial.com

Criterium Financial

Reach Your Retirement Goals with Criterium Financial. We are a professional retirement planning practice, serving the needs of individuals and businesses. Criterium Financial offers full service brokerage accounts and money management services for individuals, and a complete array of 401(k)‘s and other tax qualified plans for businesses to help achieve their financial retirement goals. Learn More →. Learn More →. Investment advisory services provided by Redhawk Wealth Advisors, Inc., an SEC registere...

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CONTACTS AT CRITERIUMFINANCIAL.COM

P. Charles Horan

2444 E.●●●●●●●ly Road

Dav●●●ort , Iowa, 52807

United States

(563)●●●●●-1786
ch●●●●@hbcpc.com

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Mark Hurty

3401 -●●●●●●Street

Mo●●ne , Illinois, 61265

United States

(309)●●●●●-0911
ma●●@hurty.com

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Mark Hurty

3401 -●●●●●●Street

Mo●●ne , Illinois, 61265

United States

(309)●●●●●-0911
ma●●@hurty.com

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Criterium Financial | criteriumfinancial.com Reviews
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Reach Your Retirement Goals with Criterium Financial. We are a professional retirement planning practice, serving the needs of individuals and businesses. Criterium Financial offers full service brokerage accounts and money management services for individuals, and a complete array of 401(k)‘s and other tax qualified plans for businesses to help achieve their financial retirement goals. Learn More →. Learn More →. Investment advisory services provided by Redhawk Wealth Advisors, Inc., an SEC registere...
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2 client services
3 individuals
4 businesses
5 about us
6 charlie horan
7 achievements and credentials
8 affiliations
9 training for life
10 retirement savings
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Criterium Financial | criteriumfinancial.com Reviews

https://criteriumfinancial.com

Reach Your Retirement Goals with Criterium Financial. We are a professional retirement planning practice, serving the needs of individuals and businesses. Criterium Financial offers full service brokerage accounts and money management services for individuals, and a complete array of 401(k)‘s and other tax qualified plans for businesses to help achieve their financial retirement goals. Learn More →. Learn More →. Investment advisory services provided by Redhawk Wealth Advisors, Inc., an SEC registere...

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criteriumfinancial.com criteriumfinancial.com
1

Affiliations « Criterium Financial

http://criteriumfinancial.com/about-us/affiliations

These are companies and individuals with whom we work on a regular basis. Clients are not obligated to use any of the services offered through these affiliations. Horan & Barker P.C. Horan & Barker P.C. Originally founded in 2005, Redhawk. For more information, visit their website at: www.redhawkwa.com. Wessels Law Office, P.C. Is the principle in the law firm of Wessels Law Office, P.C., and the focus of his practice is on Estate Planning, Trust Administration, and Business Planning. For mor...Founded i...

2

About Us « Criterium Financial

http://criteriumfinancial.com/about-us

Criterium Financial Principal, Charlie Horan. Has been serving the Quad Cities through the CPA Firm now known as Horan & Barker P.C. Has operated as separate entity from Horan & Barker, PC since 1999 when Charlie obtained his Series 7, General Securities License. The selection of Criterium Financial as the name for the retirement plan practice reflects Charlie’s interest in cycling as his primary fitness activity. The tag line. Investment advisory services provided by Redhawk Wealth Advisors, Inc., a...

3

Criterium-K-Plan « Criterium Financial

http://criteriumfinancial.com/criterium-k-plan

Is a web-based 401(k) retirement savings plan designed around and administrative system based on cutting edge Internet technology, serviced and operated by leaders in the retirement plan industry. Individual control and management of their plan to suit individual goals and needs. Maximum flexibility in investment choices. Lowest possible cost, resulting in less plan asset dilution due to high fees and/or administrative costs as compared to conventional paper-based plans. All plans are not equal. Pairs it...

4

Client Services « Criterium Financial

http://criteriumfinancial.com/client-services-businesses

The small business retirement plan has evolved to be both technically complicated and multi-dimensional from an investment perspective. The 401k plan has become the dominant program today, and the major investment companies have designed almost unlimited alternatives to compete for market share. The small business owner knows that there are options to choose from, but there is much uncertainty as to what the best alternative is for his/her company. The CPA’s dedication to client carries over to all of Cr...

5

Achievements and Credentials « Criterium Financial

http://criteriumfinancial.com/about-us/achievements-and-credentials

Charlie’s expertise in Financial Planning and Tax Qualified Plans has been crafted over the course of his 30 year professional career. Beyond the formal degrees and certifications mentioned elsewhere on this website, Charlie has also achieved the following highly regarded specialized designations:. Personal Financial Specialist (PFS). Certified Employee Benefits Specialist (CEBS). Accredited Investment Fiduciary Analyst (AIFA ). The Center for Fiduciary Studies owns the marks AIF and AIFA , which it awar...

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Reach Your Retirement Goals with Criterium Financial. We are a professional retirement planning practice, serving the needs of individuals and businesses. Criterium Financial offers full service brokerage accounts and money management services for individuals, and a complete array of 401(k)‘s and other tax qualified plans for businesses to help achieve their financial retirement goals. Learn More →. Learn More →. Investment advisory services provided by Redhawk Wealth Advisors, Inc., an SEC registere...

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