Retirement Plan

Consultation

CONCIERGE SERVICE WITH A FIDUCIARY FOCUS FOR YOUR RETIREMENT PLAN
PROFIT SHARING | 401(K) | 403(B) | 457(B) | CASH BALANCE

RETIREMENT PLAN CONSULTATION AND ADMINISTRATIVE SUPPORT.

As part of our comprehensive, customized financial planning and investment services Faubourg Private Wealth provides clear, concise retirement plan consultation and administrative support to businesses and employers. We believe in due diligence, fiduciary responsibility, and one-on-one service to help your employees work toward their retirement financial objectives.

Think of our role as a fiduciary partnership – a relationship based on trust, honesty, and retirement plan advice and support in the best interest of you and your employees. As a partner, we leverage our knowledge, independence, and expertise to help you research, create, implement, or maintain a retirement plan customized to suit your business objectives.

Our retirement plan services include:

  • 3(38) and 3(21) Fiduciary services, support, and education
  • Retirement plan consultation
  • Onsite employee retirement education
  • Plan design and compliance assistance
  • Plan administration support services
  • Participant access to our team of advisors
  • Investment Due Diligence
  • Provider analysis and Benchmarking
  • Customized retirement portal with a personal financial website

Contact US

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.