Financial Advisor meeting with clients

Retirement Plan Services

We are often asked to review the retirement plans of our clients. Through our personal relationships, we can add value to your company plans as well. This may include qualified retirement plans, such as 401(k), as well as nonqualified deferred compensation plans. We may suggest broadening the investment selection to meet the responsibilities owed by the fiduciaries. Or perhaps we can lower the investment cost as excessive fees erode investment returns.

We also establish new plans for local individuals and business owners.  We would be happy to review your employer plan or discuss establishing a new company plan to see if we can add value to the oversight and investment mix currently offered. Our service provider oversees education, service and administration, and we offer a competitive investment lineup. We also make sure there is ongoing communication, plan reviews, and a local contact who is involved with the business community.