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.
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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
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.
MEET YOUR PROVISE TEAM
Our team at ProVise has decades of experience in helping hard workers like you to enjoy your lifestyle today and your retirement years tomorrow. For over 30 years, our clients have trusted us with their financial planning and financial assets.
If you’re ready to begin living the life you want now and planning for your future retirement, it’s time to talk to a CFP® professional at ProVise. Contact us today to schedule your complimentary consultation.
Nancy Croy, CFP®
Executive Vice President
Debbi Shamley, CFP®, RSSA®
Evelyn Sheridan, CFP®
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.
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