Robert Shy, Awma®, Cpfa Email and Phone Number

The Strategic Alliance Group (SAG) provides retirement plan consulting services to clients - plan sponsors and participants - who can expect a comprehensive approach to retirement plan services. From helping plan sponsors craft an effective Investment Policy Statement and matching monitoring report to assisting retiring participants with retirement income planning, we call on our over 60 years of combined investment experience to design a process committed to the retirement goals of you and your employees. As a team, we work with you to help:• Meet your fiduciary responsibilities• Increase employee participation• Increase savings rates• Provide asset allocation assistance, employee education and investment services to participantsFinally, we affirm our core belief that every participant matters, that every participant deserves the right--regardless of their income or the size of their account balance--to be able to access high quality education and investment services at the time and place of their choosing.We believe our retirement plan consulting process is both simple and efficient. Let us develop a comprehensive plan to help assist you in achieving your retirement plan goals.Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.1100 Ridgeway Loop Rd., Suite 600 Memphis TN 38120 800-764-3580Raymond James & Associates, Inc., Member New York Stock Exchange/SIPCPlease follow this link for additional disclosures: http://raymondjames.com/smrja.htm