Independent Advice for Individual Needs
The shift in retirement landscape has clearly forced plan sponsors to take a more active role in retirement planning** management not only to help ensure better outcome for the employee, but to help minimize liability to the company.
Meeting these obligations can be a daunting task, which is why we believe plan sponsors have hired Financial Concepts to help manage their plan, provide better outcomes for employees, and to help reduce the fiduciary risk for plan sponsors.
At Financial Concepts, we have a group of professionals available to help you with your retirement plan management. Our professionals consist of an in-house staff of consultants, investment analysts, employee education specialists, and account managers. Many of our team members have taken additional education courses and may hold additional certifications and designations including AIF® (Accredited Investment Fiduciary), CFA® (Chartered Financial Analyst), CFP® (Certified Financial PlannerTM) and CPA (Certified Public Accountant), ChFC (Chartered Financial Consultant), and Chartered Retirement Plans Specialist® (CRPS).
If you're ready to explore how Financial Concepts can help you better manage your retirement plan, give us a call at 763-450-1800 to speak with one of our professional consultants.
“The goal is simple - to develop effective partnerships with our clients, their organizations, their employees and their families and to focus on helping them meet their financial goals and objectives.”
