fbpx
Important disclosure

800-633-3049

Client login

Retirement Plan Consulting

The happiness and well-being of your employees are vital to keeping your business strong and successful. When you have your employees’ best interests in mind, it reflects in their performance. Savvy business owners know that one way to keep employees happy is to offer a reliable retirement plan option.

Drafting and implementing a retirement plan is a lengthy and challenging process that requires time and effort that many business owners don’t have to spare. If you are a business owner who wants to offer your employees the best benefits you can, it is time to talk to a ProVise CERTIFIED FINANCIAL PLANNER™ professional. Several of our advisors have additional certifications specific to retirement plans.

Our CFP® professionals at ProVise Management Group have decades of experience in developing, implementing and managing business retirement plans. We can assist your business in making an effective plan that is beneficial for you and your employees by creating a new plan or analyzing and updating your existing plan with the ProVise Fiduciary Plan Analysis.

Request Your Complimentary Consultation from a CFP® Professional

Making a strong, customized retirement plan

A strong retirement plan is an important part of a successful business. Provise CFP® professionals can assess your business’s financial circumstances, fiduciary responsibilities, and risk-tolerance level to develop a personalized plan that benefits your employees.

Managing a retirement plan requires constant work. The fiduciary landscape is always evolving and is complicated to keep up with for those without the skills and training. When you take on the responsibility of sponsoring a retirement plan for your employees, you have obligations to meet. Our CFP® professionals can develop a roadmap of your responsibilities and help you develop a comprehensive retirement plan with services, including:

Design

We examine the details of your organization and determine how to develop a retirement plan that reaches the sponsor’s and employee’s goals. 

Implement

Once you have a plan that you like, our CFP® professionals will help you establish and maintain it. We can help delegate responsibilities to different team members for overseeing specific areas of maintaining your plan.

Educate

Our CFP® professionals can assess how your employees are responding to and understanding the plan your team is offering. We can help improve how you communicate your plan to them so that they can make more effective use out of it.

Monitor

Our CFP® professionals can monitor the investments of your employees and update them as necessary to maximize the potential returns for their portfolios.

ProVise Fiduciary Plan Analysis

If your business already has a retirement plan in place, you will need to check up on it and make sure you and your employees are getting the most out of it. The fiduciary landscape changes and the plan you’re using might not be yielding optimal returns for your employees’ portfolios and tax deductions for your contributions.

Our 401(k) plan analysis provides you with a clear understanding of how your current plan is doing, but we don’t stop here. We can use this information to provide a strategy that can help you implement a retirement plan that’s more beneficial for your business and employees.

Our CFP® professionals offer the ProVise Fiduciary Plan Analysis, which is an examination of your current retirement plan that includes:

 

  • Analysis of the direct and indirect fees being paid to your current service providers
  • Analysis of the services you receive from your current service providers
  • Review of your plan’s investment funds based on a globally accepted fiduciary quality process
  • Review of any gaps or deficiencies in your fiduciary oversight process

Develop your retirement plan with a CFP® professional at ProVise

Your business needs to have a great retirement plan to help attract, reward and retain employees. Our CFP® professionals have decades of experience in helping businesses like yours develop and maintain retirement plans for their employees. We are trusted by a variety of clients because we not only know how to navigate the fiduciary landscape, we take the time to get to know your team and goals to create a personalized solution that works best for you.

We always personalize our plans based on values, goals and risk tolerance. We will provide a personalized plan for you at a fiduciary standard of care and offer an unconditional money-back guarantee. If for any reason you are not satisfied with the written plan, simply return it to us and we will refund 100% of the fee paid. Once you’re ready to work together, we will create an implementation strategy and establish a monitoring system that meets your needs.

Are you ready to talk to a CFP® professional about developing a retirement plan for your business? Contact ProVise today for a complimentary consultation.

Read More

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.

Health Care Costs in Retirement: The Role of Medicare

Health Care Costs in Retirement: The Role of Medicare

Oct 25, 2023 | ,

As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.

When Should Physicians Hire a Financial Advisor?

When Should Physicians Hire a Financial Advisor?

Sep 14, 2023 | ,

Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?

3 Essential Tips to Start Building Generational Wealth

3 Essential Tips to Start Building Generational Wealth

Sep 7, 2023 | ,

From 1920 to 2020, the U.S. population of adults 65 and older grew almost five times faster than the total population. As of the 2020 census, this group had reached 55.8 million, representing 16.8% of the U.S. population. With the increasing number of adults in the United States aged 65 and older, it’s worrisome that their overall financial health literacy remains relatively low.

Read More