a registered representative of Cambridge Investment Research, Inc., we provide comprehensive consulting, investment advisory and plan administration services to employers that offer 401(k) plans and other retirement savings plans to their employees.
Our Investment Consultants are licensed with
Cambridge Investment Research, Inc., Member FINRA/SIPC, and offer advisory
services through Cambridge Investment Research Advisors, Inc., an SEC
Registered Investment Advisor.
We are members of professional organizations such as ASPPA, the National Institute of Pension Administrators and the ESOP Association.
We are experienced in designing employee pension benefit programs to help meet our client’s objectives and goals, whether it be to attract and retain employees, target benefits to key management employees, or provide workers with cost-effective workplace retirement plan benefits.
We deliver proactive consulting solutions that are comprehensive and technically proficient. Our goal is to better inform participants about asset allocation and risk tolerance, and most importantly, better prepare them for retirement.
We help to reduce liability for plan
fiduciaries, while increasing the variety of investment opportunities and
provide strategies designed to help participants achieve financial security. We
are proud of our commitment to excellence and invite you to see for yourself
how our services can make retirement plans better.
Registered Representative of HUB International
Investment Services, Inc. and Cambridge Investment Research, Inc. Securities
offered through Cambridge Investment Research, Inc., a broker-dealer, Member
FINRA/SIPC. Advisory Services offered through Cambridge Investment Research
Advisors, Inc., a Registered Investment Advisor. Cambridge and HUB
International are not affiliated. This communication is strictly intended for
individuals residing in the states of California. No offers may be made
or accepted from any resident outside the specific state(s) referenced.