Company Retirement Plan Services

Running a business is challenging enough. We strive to ease the challenge by providing a “total plan solution” to help you select the right retirement plan for your company and provide your employees the financial guidance they need.

Our total plan solution takes a comprehensive approach to serving your company’s retirement plan needs, as well as those of your employees. As a fiduciary Registered Investment Advisor, we will work with you to determine the services that will serve you best.

  • Investment Policy Statement Review

  • Service Provider Liaison

  • Ongoing Investment Monitoring and Reporting

  • Investment Research and Recommendations

  • Investment Fiduciary Assistance

  • Participant Support and Education

  • Plan Benchmarking Studies

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Helping 401(k) Participants Make the Most of Their Retirement Plan

We strive to help as many people as possible achieve their financial and life goals, and we believe saving to a company retirement plan is a cornerstone to long-term investment savings.

We provide one-on-one guidance to 401(k) plan participants to help you make better financial decisions and ultimately meet your financial goals.

  • Investment allocation review: We will provide a third-party review of your investment allocation and provide insight to help align your investment mix with your long-term financial goals.

  • Goals-based planning: Selecting investments is not enough for most people to reach their financial goals. We will work with you to get a firm grasp on your goals and how much you should be saving to reach those goals.

Need a Second Opinion?

We assist companies that already work with a financial professional and want to conduct an independent study of their retirement plan. Based in Houma, Louisiana, our fiduciary RIA firm provides companies throughout the Gulf Coast with:

  • Investment Fiduciary Reviews and Recommendations

  • Comprehensive Investment Reviews

  • Plan Benchmarking Studies

Let Us Review Your Plan

Company Retirement