Comprehensive Data Gathering
Our journey starts by getting to know you and your company—your financial background, risk tolerance, and goals. We will identify your principal needs and work with you to prioritize both short- and long-term goals. This information guides all our future decisions and recommendations.
Proposal Generation and Review
We will generate some proposals from companies that we think would be a best fit for you and your group, then review with you to discuss the details of each.
Taking Action
Once a decision is made, we will help you get the initial paperwork completed and submitted, kicking off the implementation process.
Plan Implementation
During the implementation process, we will assist you with designing the plan and providing the plan’s service providers with all of the necessary information needed to get things up and running.
Continued Review and Support
Once the plan is up and running, we provide continued support to you and your team, being available to assist with making decisions or answering questions.
- On the business owner/plan sponsor side, we will monitor the plan’s service providers and meet with you annually to review the plan.
- For your team, we are always available to connect with employees who want to talk about the plan or their finances. We also provide ongoing group and individual meetings to keep your team informed about the plan.