It’s extremely likely we can provide you with a 401(k) plan better than the one you have now.
We’re also happy to help you start a new plan of the exact same quality as our plans with existing assets.
Lower fees, better service, superior investment choices and direct access to financial advisors for help with investment choices, or other personal finance considerations, are all likely (direct access to financial advisors is certain) when you work with us.
Our solution starts by providing companies and plan sponsors the same fee-only, fiduciary service model we offer our individual clients. This allows us to focus on superior service with transparent fees, and seamless, hassle-free, implementation.
We offer your company a complimentary plan review, contrasting your current plan with our offerings and comparing the plan’s fees and service models. This will either re-enforce your current plan or allow us at First and Main Financial the opportunity to provide a truly customized plan for your company and employees.
We partner with an excellent record keeping and Third-Party Administration firm who shares our dedication to providing top rated service. No offshore call centers. It starts with us as your advisor, and is complimented with a dedicated team of professionals.