Retirement Plans
Can your advisor
pass the wealth
Dimensions Challenge?
Check this Out!
Wealth Dimensions Selected as one of the “2011 Best Financial Advisers for Dentists” in Dental Practice Report
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Doug Loftus named Five Star Wealth Manager
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Retirement Plans
As a retirement plan sponsor, your goal is to provide an excellent retirement solution that meets the legal fiduciary standard and keeps life simple.
Wealth Dimensions Group is a registered investment advisor with five Certified Financial Planners, three accredited investment fiduciaries, two CPAs, and an attorney. With over 20 years of experience we are uniquely qualified to guide you through the process and achieve your goals.
Starting with an overall assessment of your plan, we can provide recommendations for improvements in the areas of:
- Plan design
- Investment policy statement
- Investment selection
- Employee education and communications.
Once these elements are in place, Wealth Dimensions Group can fully manage a cost effective and comprehensive solution for your plan.
We are happy to get the process started with a free Plan Assessment.
