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-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

    Q1 2024

    Q4 2023

    Q3 2023

    Q2 2023

    Regulatory Updates

    Q2 2024

    Q1 2024

    Q4 2023

    Q3 2023

    Recommended Resources

    IRS Benefit Plan Limits for 2024

    2024 Retirement Guide

    Money Market Reform

    401(k) Plan Checklist