Broker Check

Retirement Plan Consulting

We work with plan sponsors, plan participants, third party administrators, and investment service providers in the creation and maintenance of corporate retirement plans.

We are committed to offering you objective, unbiased support and analysis of your total retirement plan from plan design to investment selection. Our objective is to help you work toward your unique goals and fulfill your fiduciary responsibilities.

We provide you the following services:

  • We help you determine the best plan design that will assist you in working toward your unique retirement plan objectives.
  • We guide you through a successful conversion of an existing plan and are there for you through every step to help ensure a seamless transition.
  • We develop a written investment policy and help you determine the best investment selection available with quality investments and a diverse representation of many asset classes.
  • We monitor investment performance and suggest new investment options as needed.
  • We organize initial and ongoing enrollment meetings with your employees and make ourselves available for one-on-one meetings.
  • We monitor participant allocation trends and deliver investment counsel to your employees.
  • We provide ongoing investment education to your employees and deliver individual financial planning, estate planning, and portfolio management services where needed.
  • We inform retiring or departing employees of their retirement plan distribution options.

As you experience different stages of growth with your company, your retirement plan needs may evolve. Thus, we keep a critical eye on the dynamics of your existing plan and provide you ongoing cost benefit analysis of retirement plan service providers. We are here to help you control costs and build wealth for you and your employees.