Retirement Plan Consulting
We specialize in retirement plan strategies for privately-held businesses with 1 to 250 employees. Our clients engage us to:
- Provide owners and key-employees with maximum benefits through plan selection and design.
- Offer a diverse selection of investments.
- Provide competitive priced plan expenses.
- Facilitate high plan participation.
Our approach is objective, balanced and it puts the client first.
Objective: We offer unbiased, independent advice. We don’t offer proprietary products or have exclusive partnerships with any companies.
Balanced: Our goal is to provide the client with plan flexibility, appropriate education, and a service level that is commensurate to the fees and expenses associated with your plan.
Client First: We listen and discover the multiple objective of the plan. Our process and your plan are centered on you. Throughout the relationship, we are committed to providing a high level of personalized service to ensure that your plan remains on target to help you meet your goals.