Retirement Plan Consulting

You have a business to run. While you do the work that only you can do, we work with you to suggest a blend of retirement plans that are right for you. 

Whether you’re looking to set up a new retirement plan — a 401K, SEP, Simple Plan, Profit Sharing, Cash Balance, or need help managing your existing retirement plan, we offer Retirement Plan Consulting.

Since working with people getting ready for retirement is all we do — we’re your trusted advisor for all things retirement.

How we can support you:

  • Plan selection and design

  • Provider selection

  • Investment selection

  • Investment monitoring

  • Employee education

  • Employee advising

  • Plan compliance

  • 3(38) Plan Fiduciary

Investment

We calculate your investment on a flat fee or percentage of plan assets. Asset (percentage) based investment begins at 0.70% of plan assets per year. 

Ready to talk retirement planning?

We’re happy to help. 
Get started by booking your free 20-minute call to see if this is right for you.