We believe there are some choices you need to be aware of that perhaps you hadn’t considered before.

Let me ask you a few questions:

  1. Are you familiar with the difference between an RIA firm and a traditional investment broker or benefits administrator?
  2. Has someone from your 401K or retirement management firm talked with you in the last three months?
  3. Does your current firm offer and deliver no cost investment education and financial planning services to your plan employees?
  4. Are your company’s financial assets and operational funds kept and managed within a flexible investment structure that actually produces a return?
  5. Have you reviewed the options / costs on your 401k benefit plan in the last 6 months?

If you answered “no” or “I’m not sure” to any of the questions above – we should talk. As a Registered Investment Advisory (RIA) firm, we believe that the agreements surrounding you and your employee’s retirement plans should be frequently reviewed and should be structured in a way that is specifically aligned to your needs. If you have not compared the options that are available you should!