Serving You and Your Employees with Unbiased Retirement Plan Strategies
Raymond Wesley Plan Advisors brings a deep understanding of all aspects of retirement plans and the retirement plan industry.
Our passion is assisting you with the design of a plan that best suits the needs of both your company and your workforce. We strive for the highest of fiduciary standards while recommending an appropriate mix of investment options and offering education and personalized counseling to your employees as they pursue their retirement goals. Best of all, we’re able to instill the confidence you seek, knowing your interests and those of your participants always come first.
As an independent investment services firm, we are both vendor and investment neutral, helping to ensure transparency across all aspects of your plan as we seek to improve desired plan and participant outcomes. Our financial consultants are members of the LPL Financial Retirement Plan Consulting Program, which allows them to act as a co-fiduciary to your plan for investment recommendations, toward improving retirement readiness for your employees and enhancing the overall effectiveness of your plan.
You can rely on our knowledgeable and experienced team of independent financial advisors to assist you and your plan participants with a full range of retirement plan needs.
Customized Plan Development - From our initial meeting, we partner with you every step of the way to develop and maintain a customized plan to strategically balance the objectives of your company and its participants.
Retirement Plan Consulting - Our knowledge covers all aspects of plan operations, including changing service providers, managing plan conversions, updating and monitoring investments, benchmarking vendors, analyzing fees, monitoring the plan’s overall health and developing employee communications.
Retirement Plan Participants - In addition to assisting with enrollment into new plans, we provide qualified, objective insights on investment allocations. We will also develop an effective employee education program—including group and one-on-one meetings—based on the unique needs and objectives of your participants.