Investment Advisors

Advisor Concierge

Quarterly Service Plan

Quarterly Service Plan

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Respectful customer service on your time. 


We understand that you are busy and time is money.  Our concierge service leverages your down time to provide more value to your clients.

Quarterly Service Plan

Quarterly Service Plan

Quarterly Service Plan

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Expect to connect with us quarterly for a thorough check up for your block of business.


Your clients will have an annual plan review meeting with us to make sure the retirement plan is meeting their expectations.

Effective Options

Quarterly Service Plan

Effective Options

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Fee based and non-fee based options for compensation. 


3(38) Investment services to mitigate your fiduciary responsibility.


Bundled and unbundled solutions for your clients.

Service Expecations

  • Quarterly call to review your retirement plan(s).
  • Assigned contact at Billings.
  • Signature ready documents.
  • Voicemails and Emails: returned within 8 business hours.
  • To do requests: Realistic requests will be met with clear due dates presented.
  • Feedback: Problems and ideas are greatly encouraged for continuous improvement. 
  • Out of office policy: Out of office emails will be on while we are out.  Employees out greater than one day have an assigned a back up. 

Services you provide

Proposal Presentation

Investment Contract Signing

Investment Contract Signing

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Investment Contract Signing

Investment Contract Signing

Investment Contract Signing

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Enrollment Meetings

Investment Contract Signing

Enrollment Meetings

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Client Investments

Participant Education

Enrollment Meetings

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Participant Education

Participant Education

Participant Education

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Our Partners

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