why hire The Prudent Planner as your retirement plan advisor?

brief blurb

Improve Plan Participation

Conduct enrollment meetings

Annual onsite,  one-on-one CFP pro participant guidance to ensure each has a plan

Reduce Costs

Transparent fee structure that favors small business plans

always lowest-share class Available

Fiduciary Support

‘Educate plan sponsor on Fiduciary duties

keep you informed of industry trends and developments, as well as impact to your plan

see questions to ask potential 401k retirement plans advisor below: