Too often, business owners, whether you are a sole proprietor or have 100 employees, struggle with their company retirement plan. Plan costs are difficult to understand, usually unknown and often onerous. Investment options can become stale and poor fund choices can linger far too long when in the hands of inattentive retirement plan providers. The combination of these factors undermines your goal of providing cost effective, quality retirement plan benefits to your employees.
Business owners are trying to save money, and benefits administrators are trying to increase efficiency, especially now with all the new laws out of Washington D.C. As fellow business owners in the community, we understand that time, money and opportunity are all costs. This is why we encourage a plan review to help you advance your company.
Highland Investment Advisors is an independent Registered Investment Advisor (RIA) providing investment management and financial planning services since 2006. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients.
Our clients benefit from significant administrative cost savings, access to sophisticated investment expertise, and personalized service from a local, independent firm.
Please call 414-755-2309 to schedule an introductory meeting today.
Contact us to learn more.