The Four Pillars of Retirement Planning Philosophy
Our Four Pillars represent the very foundation of the processes and strategies designed to benefit our clients:
For our plan sponsor and fiduciaries of Company retirement plans, we help prepare and keep an up-to-date fiduciary file. We advocate FOUR critical key pillars:
I Documentation
II Administration
III Participant Communication & Education
IV Investments, Services & Fees (B3 Provider)
For our individual clients in our Wealth Management programs we educate them on: The Four Pillars of Retirement:
I Social Security
II Private Pensions & Employee Sponsored Plans
III Personal Savings
IV Protection Planning
Our Four Pillar Philosophy may empower the outcome of a successful Retirement Plan