ABOUT US
STRATEGIC ADVISORS RETIREMENT GROUP
How We Help You
The quality of a company’s retirement-plan varies dramatically depending on who advises it. High fees, poor investment choices and sub-optimal plan design are all too common. At Strategic Advisors Retirement Group, we aim to improve these three critical components of your retirement plan.
- Whether an existing or new plan, we can structure it to maximize owners’ contributions and tax deferrals.
- One of our team members has been involved in retirement plans since 1975.
- Fees, both administrative and fund-related, can almost always be reduced once we review the plan.
Lowering fees and high-grading investment choices can have dramatic effects on you and your employees’ financial health. A $2 million plan that improves performance from 6.5% annual growth to 7% annual growth generates an additional $700,000 of wealth for its participants at the end of 20 years.