Financial Services

Retirement Plans

Your busy with the day to day demands of running your business. You want to provide the best retirement plan for your employees and you, but you do not have the time to review the thousands of plans and options that exist. Yet, you know you are legally liable to your employees as the plan sponsor. Let Picket Fence Financial review your current plan or help build a new one. We offer these advantages over our competition:

• We assume legal, fiduciary responsibility for managing portfolios
• We provide you with a plan Investment Policy Statement and quarterly reviews to help alleviate your legal responsibility
• We develop the plan to ensure you can maximize your contribution
• With our low cost, index portfolios we can keep total fees to 1%, in most cases
• We offer a simple process to help employees determine their appropriate asset allocation
• We provide on-site and on-line educational and enrollment seminars
• All of our fees are completely disclosed, no sharing or commissions

Please contact us today to see how we can reduce your legal fears, improve performance and participation rates, and provide a better service.