Employer Services
Our financial professionals have extensive experience. We specialize in mitigating risk for your executive team by educating you on your options, while aligning and managing the components that fit the overall strategy that we have developed based on your answers to a number of questions about your situation.
What sets us apart from everyone else, is the fact that our actions match our words. We firmly believe that every employee at your company should have easy-access to 1:1 guidance from a team that has their best interest at heart.
Your employees are completely capable of reaching their retirement income potential, We would like to help them pursue their potential through personal education and advice from the right education and advice from an Advisor that they know has their back, and can trust.
Plan Consulting
Today, plan sponsors are faced with increasingly complex regulations, compliance demands and fiduciary risks in managing a retirement plan. We have the experience and knowledge required to help you manage these challenges.
Investment Plan Policy Statement (IPS)
Maintaining and following an IPS is of utmost importance. There have been successful lawsuits where an employer acted in the best interest of participants, but IPS had requirements that the fiduciaries failed to follow to the letter and the result was costly to plan sponsors
Plan Participant Outcomes
The bleak outlook for Americans retirement savings can largely be attributed to a lack of education when it comes to retirement planning - and more specifically investment allocation.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. Aegis Retirement Group, a division of HUB International, GRP, and HUB International are separate entities from and not affiliated with LPL Financial. Aegis Retirement Group is the approved name under which LPL Financial business is conducted.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
901-350-7342
5100 Poplar Avenue, Suite 2123,
Memphis, TN 38137