Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

Qualified Retirement Plans

Helping Businesses Manage Their Employee Retirement Plan

Our team knows that sponsoring and maintaining a qualified retirement plan that meets participant needs can include daunting, time-consuming tasks. Let our experienced team support you in one of your most important tasks — attracting and retaining the best employees by offering a retirement plan that helps empower your employees to work towards their retirement objectives.  We work with small-to-mid-sized businesses to help retirement plan sponsors like you offer cost-effective plans that run efficiently and meet the evolving needs of both you and your employees.

 

Our Services

Our service philosophy is to assist you in assessing, analyzing and addressing the specific needs of your company's retirement plan to maximize its value to your organization.  We offer three major categories of service:

  • Consulting Services- Our services are available in a total retirement plan service format. We act as your retirement plan advisor and are compensated with asset-based fees that are competitive and transparent.
  • Conversion and Implementation Services- We can assist you by helping coordinate all aspects of your new retirement plan’s conversion and implementation.  During this phase, we focus on the critical areas of investments, fiduciary responsibilities, and employee education.
  • Ongoing Services- After conversion and implementation, we continue to help you maintain the effectiveness of your retirement plan. We monitor your satisfaction with the plan regularly and make adjustments as necessary. Our ongoing services encompass investments, fiduciary responsibilities and employee education.  We make quarterly on-site visits to meet with interested plan participants.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck