1305 Vierling Drive
We understand that running a small business is hard enough as it is without having to worry about your business’ retirement plans. Our experienced professionals can assist you in choosing, developing, and implementing a new retirement program for your company and your employees so that every vital benefit can be made available to your biggest assets. Over the course of your professional relationship, you and your advisor can frequently meet to discuss the status of your business’ retirement program and adjust for changes as any inevitable obstacles arise.
Please take a moment to review our retirement program development process below and determine whether or not our services could be beneficial to you and your business.
Using a variety of evolutionary tools, we can evaluate your current plan, your objectives, and your concerns, and then provide an analysis of other plan solutions.
A feasibility study will be completed in order to identify any possible tax benefits of the retirement program made for your company and your employees.
Meeting your fiduciary responsibilities can be a complex process. We will work with you to help you manage risk by developing a formal investment policy statement with clear criteria for selecting and monitoring investment managers.
When we become a part of your team, we can walk you through the RFP process, manage the flow of information, analyze and review proposals, and guide you through any decision making.
We will manage the transition from your current program to your new program – including employee enrollment and education – to help you work towards achieving satisfaction through regular financial planning seminars.
After your new retirement program has been implemented, we will monitor it over the course of its lifetime by advising you on regulatory changes, program enhancements, and investment due diligence on a regular basis.