Charter Wealth Management’s mission is to provide clients with objective independent advice and a roadmap for success.
For our corporate retirement clients this involves blending together the two focuses of retirement plans:
CORPORATE PLAN DESIGN
- Maximizing tax deferral benefits
- Improve Department of Labor Compliance
- Minimize plan expenses
PARTICIPANT SUCCESS
- Maximizing participation and deferral rates
- Improve investment options
- Reduce investment expenses
As an independent firm we do not represent any product providers. We represent our client’s interests and work collaboratively with them to design the best plan to fit their unique situation. When you choose to work with us you have the confidence to know that we offer:
CONFLICT-FREE ADVICE
- No restrictions on service providers
- No proprietary fund requirements
TRANSPARENT FEE DISCLOSURE
- No fee sharing with providers
- No finder’s fee to change providers
FIDUCIARY SUPPORT
- Prudent process for managing the plan
- Reduction in plan sponsors liability on investment lineup