Creating plans that fit the needs of you and your employees.
We assist plan sponsors in meeting their fiduciary obligations by creating a disciplined, prudent, and rational process for handling plan investments. Focusing on education, oversight, and ongoing management, we are here to be your trusted partner and professional fiduciary.
We understand the importance of meeting fiduciary obligations and designing an investment plan that meets employee expectations. We take responsibility in driving that process for you — from new plan development to the selection of vendors and investment options.
We design an investment menu to fit your employee base. Then, we establish an investment oversight process that both protects you and meets the needs of your plan. Finally, on an on-going basis, we provide plan trustees with the necessary information to make effective and prudent decisions.
Getting employees excited about saving and investing is possible, especially when they understand what they own, why they own it and the role it plays in their future. We will partner with your HR department to develop a successful education plan.
It may be time to consider retirement plans beyond the traditional 401(k) profit sharing plan. Retirement benefits are one of the most valuable retention tools for key employees. We can help you assess your needs and develop the right programs to fit your company’s goals.
How do I reduce my current tax liability? Should I participate in my deferred compensation plan? How do I protect my family if I am unable to work? Our team of CFP® Professionals can provide independent, unbiased financial planning services for your executives. As life becomes more complex, we’ll help make things simpler. If you’re interested in learning more about how we can help or just have some questions you want answered, give us a call.
Tim Jones, Client
In regard to the testimonial and/or endorsement for Allium:
(i) the individual providing the testimonial and/or endorsement may or may not be a client; (ii) the individual has not been compensated; and (iii) does not pose any material conflicts of interest or impact the relationship between the person giving the testimonial and/or endorsement and the adviser.
Allium Financial Advisors ©2022
How do I reduce my current tax liability? Should I participate in my deferred compensation plan? How do I protect my family if I am unable to work? Our team of CFP® Professionals can provide independent, unbiased financial planning services for your executives. As life becomes more complex, we’ll help make things simpler. If you’re interested in learning more about how we can help or just have some questions you want answered, give us a call.