Financial Services
Financial Services Should Mean More than Just Selling You Financial Products
It means we provide you with comprehensive financial advisory services and strategies to help business owners, professionals and executives meet their financial goals.
Our focus is to help companies in two primary areas:
- Retirement Plan Development & Guidance
- Fiduciary Governance
It’s pretty hard to find employees if you don’t offer some form of retirement benefits. A well designed retirement plan can not only attract solid new employees but also help retain and reward long-term employees.
Today, employees are more responsible for their retirement than ever before. Yet, according to recent studies, nearly 75% of employees are not financially on track
to retire.
Knowledge is the key
RJF can put together retirement programs, training and strategies to help your employees understand retirement planning and make the most of the retirement benefits you offer.
RJF helps you balance plan requirements and budgetary restraints
Retirement plans can be complex and difficult to understand. We put our financial services team to work with you to help you develop the right retirement plan that keeps employees happy and meets your budget needs. We can also help you with administering the plan and explaining the benefits to your employees.
Some of your retirement plan options include:
- 401(k) Administration
- Creative Designs
- Non-Qualified Plans
When you offer retirement plans to your employees, you assume additional risk as a fiduciary. RJF helps reduce your business risk by giving your people a more thorough understanding of the roles, responsibilities and accountabilities of 'good governance practices'.
Our training can pay huge dividends in time savings and the increased comfort level gained by getting all your people on the same page and knowing what they are accountable for.
Additional financial services:
- Executive deferred compensation plans
- Business succession planning
- Personal financial planning
- Investment planning
- Estate planning
- Disability, Life and Long-term Care Insurance
Have a long-term partner help you with your financial services and retirement plans.Get started with our Quick Response form or call (763) 746-8246 or (800) 444-3033.
