Retirement plan benefits

Is your company’s plan really working for you?

Investment Platform
  • Provide extensive investment solutions
  • Offer options for “hands-on” and “hands-off” investors
  • Strive to improve overall performance
  • Periodic review of fund line up to help ensure best investment menu
  • May help save on out of pocket costs to Third Party Administrator
  • Aim to decrease internal fees with competitive pricing
  • Also seek to lower internal fees further over time
Service and Plan Design Assistance
  • Provide individual meetings for all participants
  • Invest in employees with ongoing financial education presentations to staff
  • We help participants think more broadly about financial wellness
  • We help you manage fiduciary obligations your way
  • We work closely with the Third-Party Administrator and client
  • Help with plan design in an effort to improve contributions. and tax savings

Retirement planning consulting program advisory services offered through LPL Financial, a registered Investment Advisor.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Schedule a consultation

Talk To An Advisor
Matthew Bagell, CPA


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