Retirement Plan Advisory Services
Landmark Financial Advisors partners with Vanguard® to establish low-cost retirement plans for small and mid-sized businesses. Our service model is designed for simplicity while lowering costs in every aspect of the plan.
Our goal is to exceed our clients’ expectations in each of the following retirement plan advisory services: Fiduciary Compliance & Protections, Investment Selection & Due Diligence, Benchmarking Performance, Employee Education, and Personalized Advice.
We define success as helping each participant reach his or her level of retirement preparedness. We are fully committed to doing just that.
Investment Policy Statement
Fiduciary Plan Review
Asset Allocation — Risk Based Models
Target Dated Funds
Enrollment Process Guidance
One-On-One with a CFP® Professional
Retirement Needs Analysis
PROVIDER SERVICES & BENCHMARKING
Cost Analysis — Upfront and Ongoing
Participant Service Helpdesk
Plan Illustrator Reporting
Executive Team Reviews