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When you run your own small business, asking for help can be really difficult even when you're pretty sure it could be beneficial. The fact is that very few people, however good they are at what they do, know everything about growing and managing a business to its highest possible level of success. Sometimes it just makes sense to seek help in the form of a business consultant.

Is it for me?

BUSINESS CONSULTING

What is it?

Chocolate & Mixed Nuts

How we help you.

Think of our role as a fiduciary partnership – a relationship based on trust, honesty, and retirement plan advice and support in the best interest of you and your employees. As a partner, we leverage our knowledge, independence, and experience to help you research, create, implement, or maintain a retirement plan customized to suit your business objectives.

Our first step is understanding your needs and objectives specific to your business. Our in-house proprietary provider search and Request for Proposal (RFP) service can help you understand important retirement plan issues, such as investment performance, expenses, and operational efficiencies. We enable you to easily compare dozens of plan providers and make decisions with confidence.

What can we take off of your, already very, full plate?

What we do:

How can we help you?

Open Books

What is it?

Our team provides concierge-level service in all aspects of your plan, from design assistance to employee enrollment support. We also provide 3(38) and 3(21) fiduciary services to limit your liability. We provide a customized retirement portal and personal financial website for each of your employees. We pride ourselves on our one-on-one employee engagement and onsite educational seminars.

Do I need it?

Our ongoing bench-marking and participant engagement strives to give you the confidence to know that your plan is efficient, addresses compliance concerns and fiduciary responsibilities, and that your participants have the access to the educational and financial resources they need to provide for themselves and their families.

DSC00606-Web.jpg

When you run your own small business, asking for help can be really difficult even when you're pretty sure it could be beneficial. The fact is that very few people, however good they are at what they do, know everything about growing and managing a business to its highest possible level of success. Sometimes it just makes sense to seek help in the form of a business consultant.

Is it for me?

BUSINESS CONSULTING

plan consulting

  • Keep & Improve Your Current Plan

  • Replace Your Current Plan

  • New Plan Design

services

  • 3(38) and 3(21) Fiduciary support and education

  • Investment Due Diligence

  • Onsite employee retirement education

compliance

  • Investment Due Diligence

  • Plan Administration Support

  • Provider Analysis and Benchmarking

participant benefits

  • Access to our team of Advisors

  • Customized retirement portal with a personal financial website

  • Personalized risk assessment

Our first step is understanding your needs and objectives specific to your business. Our in-house proprietary provider search and Request for Proposal (RFP) service can help you understand important retirement plan issues, such as investment performance, expenses, and operational efficiencies. We enable you to easily compare dozens of plan providers and make decisions with confidence.

I just don't know where to begin?

THAT SOUNDS WONDERFUL...

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*Entities are not affiliated with LPL Finacial