In addition to managing money for individuals, families, and business owners we also work with small business and corporate retirement plans. We believe the retirement plan space has been misguided and neglected for many years based on an outdated plan design structure and a flawed client service model. We believe retirement plans should be uniquely designed to fit each company's goals. The relationship between the company and the advisor should be built on communication, education, and trust.
Each company is unique in many ways and therefore has different needs. We will discuss which features are most important to your plan during our initial assessment and how they all fit together. We then utilize this information to ensure that your plan's design can meet your company's specific needs.
We work with multiple plan providers and third-party administrators, which we believe helps ensure that we put together the best solution for your company.
Client Service Model
We pride ourselves on our client service model and do our absolute best to make sure that our clients always feel important and appreciated. We are very front-facing in our approach and always look to build a relationship built on trust and communication.
We offer educational workshops to company participants on various topics, including; retirement planning, healthcare, and social security. We always make ourselves available to meet with executives and participants to discuss their individual financial goals.
Type of Plans We Manage
We provide services for the following types of retirement plans:
- Corporate and Small Business 401(k) plans
- Cash Balance Plans
- SEP IRAs
- SIMPLE IRAs
- Health Savings Accounts (HSA)