The primary services we offer our clients include Retirement Plan Consulting, Financial Education & Wealth Management. We recognize that each of these areas may present distinct challenges to our clients, so we offer a suite of services that can be customized to address the needs of each client. In each category, we offer the following:
RETIREMENT PLAN CONSULTING
- Plan Sponsor support in plan governance, design and relevant regulatory developments
- Assist in the preparation and review of a well-defined Investment Policy Statement
- 3(21) Co-Fiduciary investment review and monitoring to help ensure funds meet risk tolerance needs and provide asset class coverage to participants
- Fund monitoring, due diligence and fund analysis including expense review and optimization of share class
- Employee group education on participant benefits, economic overviews and the principles of investment diversification and retirement planning
- One-on-one participant enrollment assistance and review meetings to enhance understanding of risk/reward, investment horizon and individual asset allocation assistance
- Drive employee loyalty and retention through better understanding of benefits provided
- Cost containment support through record-keeper and custodian reviews, benchmarking and price comparisons
WEALTH MANAGEMENT
- Comprehensive review of financial goals and assets to identify specific areas of concern
- Categorize objectives and priorities related to the accumulation, preservation and transfer of wealth
- Establish reasonable assumptions regarding risk and return in relation to liquidity, cash flow and tax liability concerns
- Classify appropriate risk tolerance and investment categories suitable to address the individual needs of each client
- Assist in the selection of an appropriate investment platform and process, both internal and externally managed options are available
- Ongoing review of changing financial needs, portfolio performance and economic conditions in order to assess the suitability of investment strategy
