The FIA Advantage
As the plan advisor for 401(k)s and other retirement plans, we are responsible for all client facing services and support. We assist plan sponsors with setup and administration and assist participants with financial planning and enrollment. Your FIA plan advisor is the liaison between the plan sponsor and all the service providers. Consider them the quarterback and head coach.
Human Connection
Your FIA advisor will walk with you through the process of setting up, or transitioning, your retirement plan. You will never need to dial a 1-800 number for assistance — all of our advisors are completely local. Ongoing in-person education and comprehensive financial planning is available for all participants.
3(38) Fiduciary
The Financial Independence Advisors team absorbs the highest level of liability allowed under ERISA, removing any investment fiduciary burden from the business owner. We are legally and ethically obligated to act in the best interest of you and your employees.
Custom Design
Our open-architecture approach allows our highly credentialed team to uniquely design retirement plans best suited for your business.
Simple but Powerful
We make enrolling and professionally managing investments simple, yet effective for participants, reducing the strain on your team.
Clear Fee Structure
As an independent investment firm, we are not bound by a specific family of funds, and our recommendations are always driven by what is best for you.
Financial Independence Starts Here
Contact us to schedule a consultation. We’ll get to know you and map out a unique approach to meet your financial needs.
