Yes, we are a co-fiduciary
Does your current advisor put that in writing? Do you have an Investment Policy Statement that is reviewed annually so change, if necessary, may be made on a timely basis? Are you maximizing your annual retirement plan contributions and receiving the tax benefits inherent therein?
Since 1984, Financial Resources has been an advisor to many firms regarding the establishment and/or investment management of their 401(k) savings plans, profit sharing plans, Simplified Employee Pension (SEP) and SIMPLE retirement plans.
Our responsibility is to select and monitor the investment options to meet the goals of the plan sponsor. An Investment Policy Statement is designed and adhered to for the benefit of the sponsor and the participants.
We have been providing prudent investment advice to the trustees of corporate retirement accounts valued at over $100 million since 1984. We work with numerous custodians and third party record keepers; we can help you select the firm that can best serve you.
Contact us today for information about your retirement plan options.