As a Financial Consultant specializing in 401k and other retirement plans, my commitment is to provide superior service to both plan sponsors and participants. My focus includes plan design, ERISA compliance and explaining fiduciary responsibilities. I partner with third party administrators for 3(16) solutions and alleviate fund selections through 3(38) or 3(21) services. Employee education is paramount to a successful retirement benefit and my team provides in person meetings and online availability. Securities offered through Private Client Services, LLC. Member FINRA, SIPC.