Well and Good LLC - Registered Investment Advisor
How We Work
 
Richard (Dick) Shafer is the firm's Executive Director and retirement plan expert. Dick is a Certified Employee Benefit Specialist (CEBS), Personal Financial Planner and Fellow of the International Society of CEBS. Prior to forming Well and Good, he was an Officer of TIAA-CREF and then of CUNA Mutual Group for a total of nearly twenty years. Dick has written and spoken extensively on retirement plans in non-profit organizations.  He was graduated  from Duke University and St. Paul's School (NH), and attended Boston University's Graduate School of Management, Aspen Institute and Center for Creative Leadership. 
 
Nancy Webb works on our communication, marketing and public relations.  Nancy is an award-winning journalist and writer. A Phi Beta Kappa member when graduated from University of Kentucky, Nancy was a Niemann Fellow and then member of the faculty at Harvard University.  
 
We offer a complimentary initial consultation with Dick.  At that time, we will identify your plan advisory needs and develop a recommendation.  If this firm's Service Suite includes an appropriate product or service, we will offer to develop a proposal. 
 
Most often, we start advisory engagements with a hands-on, intensive Transition Program.  This completes a due diligence review. Depending upon your plan's strengths and opportunities, Well and Good LLC offers ongoing services packages at different intensity levels.
 
Hours:
Please call at your convenience any business day: 8:30am - 5pm, Central time. We are also available by appointment.
 
Our main telephone number is 608.256.9882. If that line is tied up when you call, please leave a message or try the backup line: 608.335.0029.  Our fax number is 608.255.4194.
 
We regularly check e-mail.
 
Location:
We serve clients nationwide, mainly by phone, e-mail and/or webinar.  We travel to major cities and upon request, to meet with clients.
 
If you would like an appointment or to reach us by mail, our office address:
1710 Adams Street
Madison, WI 53711
Customer experiences with Well and Good advice:
 
I am very happy with the progress we have made with Well and Good's advice and feel confident that we are fulfilling our fiduciary responsibilities.  Looking forward to our continued work together! Director of Finance and Operations
 
We had formed a Plan Committee and met several times, but we had not accomplished much. Well and Good's hands-on Transition Program, in-depth analysis and specific recomendations gave us confidence to make decisions and effect meaningful change. Controller
 
Your Transition Program sessions were excellent. Chief Financial Officer
 
The Transition Program materials show great pride and quality analysis. Action steps are clear and easy-to-follow. The insights into product and market trends help us plan in advance for what the future may hold. Director of Business and Operations
 
It's been a great year working with you and we are delighted with the value-added services you provide the Committee. Director of HR, Administration.
 
[CFO] thanked Mr. Shafer for the assistance he had provided over the past year, in particular his successful efforts in convincing [provider] to promote [Client]’s plan to a higher platform which will allow the addition of new funds to the plan without incurring additional fees if the committee decides to broaden the current choices. From a report to client's board
 
Dick Shafer and I have been working together to investigate your plan economics. Congratulations! You qualify for a lower cost share class. The same funds come to you (and all participants) at a lower expense. Provider rep e-mail
 
I am accustomed to institutional advisers receiving a percentage of of plan assets.  When I compared offers, I appreciated Well and Good's economical, personalized, flat fee-for-service package.   Board Member, Investment Committee Chair.   
 
The Committee agrees Well and Good has done a great job working with [provider] to update plan investments. Human Resources Director
 
Thank you for a great yearend wrap-up report and for the advice/expertise that you provided. It is a pleasure doing business with you. Plan Committee Chairperson
 
Your expertise and knowledge have been immensely helpful to me and the transition process.  Business Officer.