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Employers &
Business Owners

Your Dedicated Co-Fiduciary and Retirement Plan Advisor

When you partner with us, you get personalized consulting from a CERTIFIED FINANCIAL PLANNER® professional who is committed to designing a retirement plan that meets your strategic objectives. We also help your employees achieve their short-term financial objectives as well as their long-term retirement goals.


Our support and services are tailored to fit what’s best for you and your company, and we aim to help ensure the financial wellness of all your employees.

Your Dedicated Co-Fiduciary and Retirement Plan Advisor

STRATEGIES DESIGNED FOR YOU

Services for Employers and Business Owners

Plan Design and
Executive Plan Options

Consider us an extension of your HR department. We will simplify the management of your plan and allow you more time to focus on other aspects of your business.


Co-Fiduciary
Governance Program

We follow a disciplined process that ensures the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.

Investment Selection
and Monitoring

We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.

Vendor Selection
and Fee Benchmarking

We help you select providers that most appropriately fit the specific needs of your organization and employees, being mindful of the impact of fees on the plan’s performance.


Employee Financial
Wellness Program

We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Investment
Policy Statement

This statement provides your general investment goals and objectives and describes strategies that can be employed to meet these objectives.

Workplace Financial Education & Wellness Seminars

Expand your employer benefits program by offering financial education seminars based on your employees' needs and your firm's strategic goals. Contact us to learn more. Employee participation in these sessions will positively impact:

  • Employee plan participation
  • Deferral rate
  • Morale
  • Retention and recruitment
  • Productivity
  • Financial stress in the workplace

Below is a list of our most requested seminar topics, Contact us, to bring this Financial Education & Wellness to your company. Watch this Video to learn more.

Retirement Planning

Social Security Planning

Post-Retirement Income Planning

Annuities

Investment Tax Planning

Estate Organization and Planning

Budget and Credit Management

Money Management 101: Saving and Investing

Managing and Reducing Debt, Including Student Loans

Investment Fundamentals

Navigating Life Insurance and Long-Term Care

Education Planning

Retirement Plan Perspectives

Regulatory Updates

Recommended Resources

Interested in Learning More?

Schedule a consultation today to see how we can help with all your financial needs.

Contact Us