At Retirement and Benefit Partners, we leverage the collective resources of our professional network to provide a broader perspective to all we do, thus providing increased benefits to our clients.

For plan sponsors, we can help you address:

  • Fiduciary responsibilities and potential blind spots
  • Investment due diligence 
  • Plan design 
  • Committee best practices
  • Employee engagement

For wealth management clients, we can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.