Retirement Plan Services
- Offers ERISA 3(21) and 3(38) investment fiduciary services
- Provides quarterly investment reviews and annual plan reviews
- Assists with customized plan design
- Personally conducts engaging employee education and enrollment meetings
- Meets individually with plan participants to determine financial wellness
- Provides all employees access to financial advice
- Oversees new client onboarding, coordinating with the plan trustees, recordkeeper and advisor
- Manages vendor relationships
- Provides plan compliance consulting and resolution
Investments
- Disciplined and independent investment process focused on individual client objectives
- Implement tax aware strategies to maximize client returns
- Invest in opportunities beyond traditional stocks and bonds, including commodities, real estate, and alternative investments
- Prioritize communication with clients on portfolio updates and market moving events
- Monitor and rebalance client portfolios based on market conditions and changing investment needs
- Collaborate with leading investment research providers to stay on top of market trends and opportunities
- Clients have direct access to investment decision makers and investment committee members
Financial Planning
- Build dynamic financial plans for individuals and families
- Create strategies to optimize sources of income during retirement
- Follow regulatory trends to maximize the value of your investments
- Assess life, disability, and long term care insurance needs