We believe in the power of holistic wealth management. Whether you’re saving for your children’s college, building your nest egg, or protecting your legacy, our firm works with you to create a personalized financial plan and investment strategy based on your unique goals.
Once we’ve crafted your personalized financial plan, we:
Your financial success is our #1 priority. Our firm is dedicated to helping you achieve the life you envision for yourself and your loved ones.
No matter how big or small your company is, you and your employees deserve the opportunity to prepare for the best retirement imaginable. We’re committed to offering you exceptional services that strive to deliver exceptional results.
As a plan sponsor, we know you have questions like:
We answer all these questions through our holistic approach to retirement plan consulting.
As part of the LPL Financial Retirement Plan Consulting Program, we’re not limited to a small number of products and solutions like many other firms. We have access to a vast selection of financial strategies so you can be sure we’ll find the one for you.
Here’s an overview our comprehensive retirement plan consulting process:
We start with a thorough assessment of your current retirement plan because there is no one-size-fits-all solution. We identify your business goals and objectives, then we assist you in deciding what plan options enable you to pursue those goals.
We put systems in place aiming to help mitigate your risk and prevent you from being held personally liable for poor employee investment returns. We help you establish an Investment Policy Statement and monitor your plan’s progress.
We know you’ll need ongoing support and guidance as you implement your retirement plan. That’s why we offer comprehensive ERISA fiduciary support and training to all our clients.
We offer fee benchmarking so you can make decisions with confidence. We help you develop selection criteria, evaluate proposals, and manage your conversions.
Our approach to employee education is hands-on. We make sure your employees fully understand how their decisions today will impact them tomorrow. Should they have any questions, they’re more than welcome to contact us directly.
We’re passionate about helping you and your employees prepare for a brighter future. Our process is detailed and rigorous, but it’s one that empowers you to manage success. Contact us today to see how we can help you establish a time-tested retirement plan strategy.