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  3. Retirement Plan Advisor/Consultant

Retirement Plan Advisor/Consultant

Financial Avenues will act as a 3(21) Fiduciary, which means it will accept the responsibility to be prudent in the selection and monitoring of a retirement plan’s investments and fees to the benefit of plan participants. In this role, it will share the fiduciary responsibility along with the employer.

Large to Mid-Size Business Employers

In this capacity, we will:

  • Provide current fee analysis of existing plan and provide observations and recommendations.
  • Review current plan features, investments and participant demographics to determine if the retirement plan is being utilized to the participant’s benefit.
  • Analyze and monitor current investments based on goals of the employer.
  • Develop an Investment Policy Statement that acts as a guide for the employer in reviewing the investments.
  • Provide a retirement plan and investment reviews at a frequency determined by the employer.
  • Offer employee education as requested.

Small Business/Sole Proprietors

  • Provide assistance in determining the most appropriate retirement plan for your needs.
  • Assist with implementation of a retirement plan.
  • Provide investment recommendations.
  • Provide reviews as needed.

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Contact Financial Avenues for business mailing address

  •   913.735.7283
  •   tracy@myfinancialavenues.com

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A Fee Only Financial Planning Firm located in Kansas City, Missouri. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Kansas and Missouri or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Kansas and Missouri.

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