Advisor Financial Services, LLP offers business owners cost effective, yet highly desirable retirement benefit solutions for themselves as well as their employees. In today's competitive market it is more important than ever that a business attract and retain employee talent. Offering a high quality retirement program is an important part of any compensation plan and our experience indicates that it is often a primary factor considered by prospective employees.
With our ADVISOR Institutional Retirement Plan Services, we carefully balance the cost and quality of
owner and employee benefit programs. We can work with Human Resources officers, CFOs or owners to enhance
current plans or establish start up plans. We can also develop and conduct employee education programs to
help employees make smart decisions in this challenging era. As with our Employee-Direct Retirement
Services, we develop portfolios that meet different risk/return goals and help participants decide which
risk level is best for them.
Advisor Financial Services, LLP provides trustees, directors and administrators of institutional programs such as foundations, trusts, or benefit plans, with unbiased investment management and fiduciary advisory services.
Institutional investment management demands a thorough analysis to ensure that the underlying investments support the plan objectives. Our five step investment management process provides institutional clients with an investment portfolio that is thoroughly aligned with plan needs. We will perform a review of a plan to highlight fiduciary shortfalls, suggest methods for mitigation, and then assist in the implementation of the proper processes. The integration of a sound investment management process and a fiduciary perspective gives our institutional clients a solid foundation which allows plan trustees, directors and administrators to focus on the execution of plan objectives.
At Advisor Financial Services, LLP we work closely with our institutional clients to mutually determine their needs and formulate a cost effective, unbiased, high quality solution.
For more information, please contact Robert J. Coopman, Esq. or call (888) 644-7757.