Introducing Jeff Sego –
Retirement Plan Consulting

Jeff Sego knows the challenges small business owners face. For 3½ years he ran his own firm serving small business owners, and before that, he helped businesses lower their payment processing costs and implement payment systems. Now at Fisher\SMB, Jeff is able to take his commitment to serving business owners even further.

Jeff’s expertise spans:

• Retirement education for business owners and employees.
• Retirement plan analysis and design.
• Measuring and delivering results.

Jeff works with small businesses because he’s seen how they’ve been underserved by other financial firms. A natural leader and team player, he brings a small business mindset to everything he does. From setting up plans for businesses that have never had one to working with employees who want to save more for retirement, Jeff loves that his job is about helping people. If you’re a business owner looking to improve your retirement benefits, you want Jeff on your team.

For most plan participants, this will be the largest amount of money they’ll ever have, and it’s what they’ll rely on to support them and their families in retirement. We take that very seriously and prove it with our specialization in this space.