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.
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.
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.
Click the link below. Select Advisor Concierge. Select contact under Select Staff. Select a day and time that works for you. Please note that times are displayed in Central Time.