Retirement Consulting

HELP KEEP YOUR RETIREMENT PLAN ON COURSE

Your Dedicated Retirement Plan Consultant

When you partner with Infinitas Coordinated Wealth Counsel, you’ll get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

  • Expert guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  • Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
  • Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  • Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.

Fid-Mgmt
 

Fiduciary Management & Oversight

As stewards of your plan, we provide fiduciary protection to help minimize risk and maximize participant's success.

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Pln-Design
 

Plan Design

We implement innovative plan design strategies that focus on participant success.

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Partic-Serv
 

Participant Services

Our custom participant education programs deliver optimal results for participants.

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Invest-Expert
 

Investment Expertise

Our Proven, documented investment process aligns with our clients' objectives.

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Vnd-Srch
 

Vendor Search & Plan Benchmarking

We conduct ongoing reviews and evaluate service providers to help ensure that our clients receive the best value.

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Why-Diff
 

Why We're Different

Our expertise, objective advice, and fiduciary protections mean you can trust us to do what's right for you.

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