Investment Advisor Services
Retirement Strategies, LLC works closely with you, the Investment Professional, to determine which plan design option is best for your current or prospective clients. Since we do not sell investment products, we are able to work with a number of different Investment Providers. As a strategic partner, Retirement Strategies, LLC provides you with the following services:
|
PROPOSALS
We will provide proposals outlining our services and fees promptly and free of charge. These proposals will outline our services and our fees and if requested can include an illustration of the different plan design options available for your prospective client. You may request a proposal by completing a Request for Proposal Form and either faxing or e-mailing it back to us. |
CONSULTATION
The options available when designing a qualified retirement plan are numerous and complex. We will work closely with you and your client to identify the best plan design for their retirement plan.
AVAILABILITY
We will make ourselves available, whether in person or via conference calls to assist you and your client with implementing and operating their qualified retirement plan.
UPDATES
We will work closely with you after the plan is implemented. We will keep you informed of legislative updates that affect your client as well as any concerns that develop during the administration of the plan.
The options available when designing a qualified retirement plan are numerous and complex. We will work closely with you and your client to identify the best plan design for their retirement plan.
AVAILABILITY
We will make ourselves available, whether in person or via conference calls to assist you and your client with implementing and operating their qualified retirement plan.
UPDATES
We will work closely with you after the plan is implemented. We will keep you informed of legislative updates that affect your client as well as any concerns that develop during the administration of the plan.