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Fee Based Financial Planning!!
Find out how you can take advantage of this great service.
Wealth Advisory Group Financial Planning
The Advantages of Engaging Wealth Advisory Group as your Personal Financial Advisors.
Contact Us
We are here to help. Email us anytime to find out how we can help you achieve financial success and stability.
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Employee Benefits Services
Our Firm's core business is designing competitive and valuable employee benefit and retirement plans for
companies predominantly domiciled in the Mid-Atlantic region.
Wealth Advisory Group, as a small business and employer ourselves , recognizes
that Employee Benefits are one of your company's largest expenditures and the
costs are rising rapidly. In today's competitive marketplace, we pride ourselves
on being both a high quality employee benefits services firm, as well as a
Registered Investment Advisory firm. We can provide your company with innovative
technology, knowledgeable advisors and a wide range of employee benefit
plans that deliver value to your employees, with bottom-line quantifiable cost
savings to your company.
Employee Benefits Services
Our goal for our corporate clients is to dramatically differentiate our firm
from other employee benefits services companies by including employee benefits
administration in our service offering at no additional cost to your
company.
These services include :
- True online paperless enrollment for all your
benefit plans combined on ONE private labeled
secure URL website portal :
Example: www.Your-company's-name-benefits.com
- Customized, private labeled , employee
communications and employee benefits booklets
- Ongoing section 125 Record keeping and
administration
- Flexible Spending Account Administration and
Claims Adjudication
- COBRA Administration
- A Toll free 800 # Employee Service Center
- Insurance Carrier ongoing Bill Reconciliation
Services
- Signature Ready 5500 Filing
Retirement Plan Services
Wealth Advisory Group's Independent Approach
to designing a Retirement Plan:
As an Independent Registered Investment Advisory
Firm, our " independence" from large
services firms
and/or life insurance companies enables us to offer
many different 401(K) and retirement plan Designs,
with no ties to any "Proprietary Products" .
Wealth Advisory Group delivers an unparalleled
service, rather than simply a product.
- Independence gives us the ability to Build a
Top-Shelf, Non-Proprietary 401(K) or Defined
Benefit Pension Plan with ZERO bias
towards any specific Platform or investment
menu. Allow us to explain how this truly
benefits our clients.
- Independent Investment Services & Education
offered on a Group and Individual Basis, if
desired, by the experienced financial
consultants of Wealth Advisory Group. (Not young
inexperienced enrollment teams)
- Our Investment Platforms are selected based
upon each client's desired retirement plans
specifications. Our plans ARE NOT pre-built 401
(k) products like our competitors.
- We have the ability to offer Charles Schwab,
Fidelity or National Securities Clearing Corp (NSCC)
as the custody agent for our retirement plans.
This means virtually unlimited access to all
publicly traded mutual funds and services
account capabilities with NO MUTUAL FUND
LOADS OR TRANSACTION FEES.
- We provide diligent Monitoring of All
Investment Performance on a quarterly basis with
recommendations for needed ongoing charges to
keep the plan at peak performance on an ongoing
basis.
- We have a deep commitment to Client Service
at the employee and corporate level.
- We institute state of the art technology at
an Administrative level and the Participant
level to manage the retirement plan on daily
basis. This access is available 24 hours a day/7
days a week.
- We will provide your company with a detailed
Investment Policy Statement, clearly outlining
the process by which the Plan Investments are
chosen and reviewed by the Trustees of the Plan.
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