Qualified Retirement Plan Services

Wealth Management Advisers LLC specializes in fee-based, open architecture, cost effective retirement plans for small businesses. More than just a retirement plan, a WMA plan includes our full complement of financial planning resources. We emphasize employee education to be sure that investment choices and contributions are in sync with overall financial goals. We also offer workshops and seminars to provide crucial information to help participants make the most informed decisions.Owners and key employees often benefit from comprehensive financial planning including asset management, tax planning, retirement planning, estate planning, college planning and any other unique services they might need.

 

We believe that there are 4 basic requirements to a successful retirement plan:   

  1.  Adherence to fiduciary duties by the plan sponsor    

  2. Customized, comprehensive investment options       

  3. Low cost, transparent fee structure   

  4. Experienced, capable professional support 

Experienced and Capable support

WMA's open architecture platform allows us to select only the best-of-class firms for all functions within the plan. We are not associated with any particular company therefore have complete objectivity when selecting service providers. Plan sponsors can be assured that only the most capable and experienced companies will be utilized in the set up and on-going maintenance of their plan.

 

Contact us today for a complimentary analysis of your current plan. We will provide you with the actual cost of your plan (usually a percentage taken from plan assets) and a performance review of the investment choices. Other issues to address are plan design, investment policy statements, employee education and any specific concerns you might have.