Helping You Navigate Life's Financial Journey

CONNECT

Address:

20985 Lava Flow (Office) P.O. Box 8011, Bend, OR 97708 (Mail)
Bend, OR 97701

Phone:

541-385-6263

Fax/Other:

541-323-3640

Retirement Plan Consulting Services

BENCHMARK OF DESIGN: SAMPLE REPORT

BENCHMARK OF FEES: SAMPLE REPORT

FIDUCIARY RISK & COST OPTIMIZER : SAMPLE REPORT


Qualified Retirement Plan areas of focus for our firm:

  • 401K
  • Profit Sharing
  • Defined Benefit
  • and Cash Balance

As a plan sponsor, you seek to offer a competetive and attractive plan to your employees, while keeping your plan compliant and easy to manage. This can sometimes be a daunting task!

As your retirement plan consultant, our goal is to make retirement plan management easy for you as the sponsor.

As a 3(21) plan fiduciary, we provide you with:

  • support,
  • plan design,
  • investment review,
  • analysis,
  • benchmarking,
  • and customized recommendations.  

We can assist you in obtaining other fiduciary services (e.g. 3(38)) if desired.

We are committed to our clients and to excellence in these plan services.


Mission Statement:
 

"Our mission is to help you build upon your success by partnering with you to define and set achievable goals for your business retirement plan. We employ leading-edge plan design and industry expertise to provide you with appropriate investment strategies that diversify your plan's investments while remaining cost-competitive."


*ROLES & RESPONSIBILITIES OF YOUR RETIREMENT PLAN CONSULTANT

 

 


*SCOPE OF SERVICES

 


 
 

BOOK A COMPLIMENTARY REVIEW WITH DAVID SMITH, CFP®, CHFC®, QPFC AND EXPERIENCE THE DIFFERENCE...

 

Qualified Plan Financial Consultant TM
Member - American Society of Pension Professionals and Actuaries
ASPPA.ORG

 

Strategic Wealth Management, LLC, is a Registered Investment Adviser specializing in providing Wealth Management services, Comprehensive Financial Planning and Consulting services.  Securities are offered through United Planners Financial Services of America, a Limited Partnership Member FINRA/SIPC. Strategic Wealth Management, LLC and United Planners are not affiliated.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck