House Key

Working with a Fiduciary: Why it Matters!

House Key

Now more than ever before, there is a need for a fiduciary standard of care within the retirement plan industry. With the vast majority of baby boomers currently underfunded for their own retirement, and an overwhelming amount of retirement plan lawsuits being brought against employers and financial services companies, the path that we are currently on as a nation is unsustainable. Further, new rules regarding retirement plan advice released by the Department of Labor requires a knowledgeable professional to help guide plan sponsors in meeting their duty to their employees.

Working with a fiduciary begins at the bedrock of any good partnership: trust! By sitting on the same side of the table as our clients, we are able to deliver high quality service with the sole purpose to serve the best interests of our clients. As an independent wealth advisor, we are not beholden to any particular product or service since our compensation comes from our expertise as retirement plan experts.

By working with you as your fiduciary, you can expect the following:

  • Independent and unbiased advice in regard to both investment and service provider recommendations
  • Complete transparency in terms of cost structure and expectations
  • Unwavering commitment in educating plan participants and increasing chances of achieving retirement readiness
  • Professional best practices in regard to monitoring and reviewing plan processes and documentation to help ensure compliance with federal regulations

For more information and help with your personalized late life financial plan, please contact Denise Delaney at 949-428-0457 or [email protected]