Retirement Planning

Retirement Planning

In the Retirement Planning Department of Brower Financial Group, we find retirement solutions for all businesses and individuals. We are able to work with any vendor of our choosing to provide the best alternative to fit the needs and financial goals of our clients.

We begin the process by identifying the specific objectives that each client has. If applicable, we perform an extensive diagnostic analysis of any current plan that the client has in place. This analysis helps us to identify any areas of improvement that can be provided to the client in areas such as pricing, fund selection, servicing, or employee/employer education. We look at alternatives for the client with various plan designs and various carriers, which enables us to present, what we believe, will help our clients work toward meeting their goals and objectives.

Once a plan design and carrier is chosen, we walk through the implementation process with the client, making sure everything runs smoothly throughout. We hold education meetings at each business location to make certain that each employee is well educated on the plan and their options within the plan.

When the plan has been completely established, we stand by your side and will be the point of contact for all general questions and needs about your retirement plan. We provide enrollment materials and will schedule enrollment meetings for any new employees hired after the initial enrollment. We provide you with tools to help keep you informed of deadlines and requirements for plan testing, and help you make sure that your plan stays in compliance.