Business Owners and Employers
Business owners and employers often tell us that without a doubt, the one thing they wish they had more of is time. Are you spending more time than you would like to on employee benefits like your company’s retirement plan?
We are an Accredited Investment Fiduciary AIF 3(21) and Accredited Investment Fiduciary Analyst AIFA 3(38). By engaging the services of our retirement plans management teams, you can dramatically reduce the time you currently spend managing and monitoring the different aspects of your company’s retirement plan. Appointing us Financial Advisor, Investment Manager and Fiduciary shifts investments management liability from you to us.
We would like to offer a complimentary review of your plan which can satisfy Department Of Labor (DOL) guidelines for periodic plan reviews. You will also receive a complementary copy of our company's brochure: Preparing a Due Diligence File - A Guide for ERISA Retirement Plans Sponsors.
