Services
Focused on Your Fiduciary Fitness
As a business owner, your business is likely one of your most valuable assets. Our services are designed to help you manage and grow both your personal wealth and your business, while planning for a successful transition when the time comes.
Harness the Potential of Your Business & Plan for the Future
Our goal is to help business owners maximize the value of their business and integrate it into their broader financial plan, ensuring a smooth transition and financial success.
Fiduciary Fitness — How Fit Are You?
Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.
Plan Design Review
Is your plan design meeting your objectives? We provide you with a comprehensive evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions.
Independent Investment Analysis
Our proprietary ScorecardSM System provides a proven process to monitor and evaluate fund managers and investment strategies.
Vendor Benchmarking Due Diligence Analysis
We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals, and guide you in making an informed and knowledgeable decision.
Participant Education and Communication
We provide your plan participants with the hands-on educational information and tools they need to make the right decisions for their future: retirement coaching, gap analysis, and personal financial planning.
Your Retirement Plan Services Team
Robert A. Lockery
Director of Retirement Plans
Sean Russell
Director, Wealth Management
Sean is a Director of Premier Wealth Management of the Russell Giammarino Wealth Management Group at Coastline Wealth Management. In serving the needs to individuals, families, businesses and non-profits, Sean focuses on asset...
