Retirement Plan Sponsorship Built for Your Business
We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all of your employees. We pay particular attention to plan costs, investment diversification and participant education to provide:
Consider us an extension of your HR department; we will simplify the management of your retirement plan and allow you more time to focus on other aspects of your business.
We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
We help draft an effective Investment Policy Statement, making sure our clients offer a range of diverse, cost-effective investments and use customized reporting to measure their effectiveness moving forward.
Customized education programs
We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.
Our retirement plan clients range from small businesses with fewer than 10 employees to larger companies with 100+ employees. Most C-level Executives, especially those in closely-held businesses, take advantage of the Personal Financial Planning Program to create a retirement plan that is well-coordinated with their personal assets.
We help all our clients understand the path for the future and ensure that their business is protected in case of an unexpected death or disability.
The CEO and co-owner of a company engaged our services to seek advice on several levels: a financial plan that addressed his company assets, personal assets, and risks of as the premature death or disability of the firm’s partners. The client owned several life insurance policies on his business partner's life that would generate tax-free funds for...
The CFO of a large, multinational engineering firm with 500+ employees invited us to meet the Executive Committee responsible for making decisions for their existing 401k plan. They were concerned about Fiduciary liability with regards to...
Let's Stay Connected
We share many resources with clients monthly and quarterly through our blog, emails, on Facebook, Twitter, and LinkedIn.
These resources are designed to provide you insight and education on current and relevant planning topics that can help you plan for your future.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.