Want help with your retirement plans for your clients?
Wealth Management LLC is your one stop solution for all your investment solutions. One of our Sister company’s; Retirement Plan Consultants can help you with all your qualified plan needs.
Retirement Plan Consultants (RPC) provides turn key solutions for qualified plans (401(k), 403(b), Solo(k), Defined Benefit Plans). They can either provide the whole solution or individual pieces (such as TPA – Third Party Administrator).
RPC Specializes in the Micro (<$1 million) and Small plan markets ($1 - $10 million), but we have plans with over $100,000,000. The value we can deliver on the Micro and Small plans is top notch. We start by working with the advisor to help understand the client’s goals and then design a plan which meets these needs. We have saved owners thousands of dollars by taking the time to understand their goals and then designing a solution around these goals versus just using a generic solution.
Contact us today to find out how we can help your client get more out of their retirement plan.