Primary Services

FMG’s Holistic Retirement Plan Consulting Services

  • Fiduciary Guidance and Support
  • Investment Selection and Monitoring
  • Communication and Education
  • Plan Design
  • Fee and Benchmarking Analysis
  • Plan Provider Search & Proposal Management 
 
401(k) Fiduciary Audit
The 401k Audit provides fiduciaries, business owners and plan sponsors with an evaluation of management fees, underlying investment options, an analysis of compliance with current regulations and recommendations to optimize the plan.
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The 403b Audit provides fiduciaries, business owners and plan sponsors with an evaluation of management fees, underlying investment options, an analysis of compliance with current regulations and recommendations to optimize the plan. 
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*Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC, a SEC registered investment advisor.

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Check the background of this financial professional on FINRA's BrokerCheck