Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Social Security Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Risk Management

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Small Business Ownership

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.

Financial Education

We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.

Charitable Giving/ Legacy Planning

We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies.

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Investment Advisory and Fiduciary Support Services

for employer-sponsored retirement plans

Plan administration calendar, on-going oversight support and guidance on plan sponsor administrative obligations, as needed daily, weekly, monthly, quarterly and annually
(Arguably one of the more treasured and most frequently leveraged components of our service delivery model, according to our plan sponsor clients)

Investment Policy Statement development and maintenance assistance

Education Policy Statement development and maintenance support

Ongoing Investment Recommendations, Selection, and Monitoring

Qualified Default Investment Alternative (QDIA) Recommendations, Selection, and Monitoring

Non-Discretionary Model Portfolio Development and Monitoring

Preparation of Investment Performance Reporting, on-going Due Diligence in accordance with the Investment Policy Statement

Quarterly, Semi-Annual and Annual Plan Reviews

Plan Health-Measure and Re-Measure results

Fiduciary education and support with our plan reviews include Committee Member Fiduciary Guides, meeting minutes, regulatory updates and pending legislation, micro and macroeconomic research and viewpoints, Board Resolutions, Plan Charters, 404(c)checklist

Fiduciary File storage and maintenance-Preparation for DOL, independent audits and document retention assistance

3(21) and 3(38) Fiduciary Services

Service Provider search support, analysis and comparison, selection assistance, and on-going Service Provider liaison

Education services to plan committee on plan features, retirement readiness matters, and duties and responsibilities of the committee, with a notable focus on education with respect to fiduciary responsibilities

Participant enrollment assistance and on-going Participant education, with a focus on providing a comprehensive financial wellness program

Benchmarking services, with comparisons of plan data that include fees, services, participant enrollment and contributions, and time-tested plan provisions that aim to attract and retain top talent

Identification and on-going monitoring of plan fees for investment management, recordkeeping and administration, participant education, participant communication and other services provided with respect to the plan

Our Services

Time-Tested Solutions

Bringing You Time-Tested Strategy

Our independence and experience is exemplified by the time-tested partners we collaborate with across the industry.

Global Retirement Partners, Insight Financial Partners and LPL Financial are not affiliated with any other referenced entities.

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Let’s begin the conversation. Submit this form to schedule an initial discussion. We’ll use what we learn to match you with the right solutions for your business.

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