We work with Plan Sponsors in providing the necessary fiduciary governance to properly administer their retirement plan. Completely client focused, we can serve as a 3(21) or 3(38) fiduciary in providing investment oversight and due diligence. We will work with you to benchmark your current record-keeper to ensure the services and pricing is appropriate. Additionally, we will partner with you in plan design and administration. And, if needed, help with correcting non-compliant plans.
For Plan Participants, we ensure they have access to financial and wellness education needed. If they would like one-on-one assistance, we will make certain that happens, as well.
Fee-based financial planning that, in addition to retirement planning, includes philanthropic, estate, tax, and business planning. We provide investment advisory services and special legislative alerts to keep you current on regulatory matters.
We will work with your employees to provide specialized wealth management services. We offer
actively managed portfolios, direct asset management, investment advisory services, and risk-conscious investing
For individuals in need of an IRA solution, we will partner with you to establish either Traditional, Roth, SEP, or SIMPLE IRAs. We can also assist with Roth conversions.
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security. The information contained in this presentation has been compiled from third party sources and is believed to be reliable, but its accuracy is not guaranteed and should not be relied upon in any way, whatsoever.
Investment Advice offered through, Advisor Resource Council, a registered investment advisor.
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