It Starts With Where You are...

 

You Have No Employer Plan

 

 

 

 

 

 

You Have a Plan, but Are Not Happy With It

 

 

 

 

 

You Have A Plan, But It Is No Longer Meeting Your Company Needs

 

 

 

 

You Need to Meet a State Requirement (CalSavers)

 

 

 

Before we begin our thorough process, we take the time to understand you, your business, and what your employees are looking for in a retirement plan. Each of these situations requires a unique approach that we'll help you understand with clear guidance and the highest degree of personal care.

 

Step 1: Plan Design

With our insight and process-driven analysis, we will help design a custom tailored retirement plan that best fits you and your employees’ needs. In our initial meeting, we will take the time to understand the unique needs of your business. Our plan design evaluation will factor in your current financial conditions and provide an objective, strategic solution that aims to drastically improve the retirement readiness of you and your employees.

 

Step 2: Extend Support and Education

Our depth of knowledge and experience in the financial services industry enables both the Plan sponsor and the Plan participant to make fully-informed retirement plan decisions. With a CERTIFIED FINANCIAL PLANNER® professional's assistance, our independent, personalized support are on standby to help support your participants along every step of the way.

 

Step 3: Monitor and Adjust Appropriately

In the volatile nature of the stock market, a lot can change in a short amount of time when it comes to the results of your retirement plan. As members of the LPL Financial Retirement Plan Consulting Program, we act as an investment co-fiduciary to your retirement plan for investment recommendations best for the changing market climate. You can rely on our experience to continuously monitor your plan's investment portfolio and your plan’s expenses on your behalf.