Maintaining an appropriate retirement plan for your company often seems like an impossible task - especially when you consider everything else that goes into running a business. But for a Hilliard Lyons Wealth Advisor, it’s all in a day’s work. We can be a valuable ally and time-saving resource, helping you develop and maintain a solid strategy for your organization’s retirement plan.
You will receive personalized attention and support at the level you want and need. By working with an advisor, you will gain the following benefits:
- An objective evaluation of your company’s retirement plan needs
- Targeted, flexible solutions
- Ongoing education, services, and support
- Investment education and consulting services
- Keeping up to date with the ongoing changes in plan design and governmental regulations
Together as a team, we will be with you every step of the way, providing you with plan and vendor evaluations, implementation of services, and ongoing and annual plan support. As your advocate, our job is to explore and look out for the interests of trustees, administrators and its employees throughout the life of the plan.
Help Your Employees Plan For Today and Tomorrow
Leverage experience, knowledge, and resources to implement and manage a company benefit that is worth talking about. You can feel more confident that you are making the right retirement plan decisions for you and your employees. How can we help your employees make their mark?