Independent Consultants

While there are many types of financial advisors to choose from when determining who to partner with on company sponsored retirement plans, among the most important factors to consider is an advisor’s independence or impartiality.  Specifically, an advisor’s objectiveness in developing investment recommendations and/or establishing plan electives is critical to prudent stewardship of any retirement plan.  A good advisor is agnostic when it comes to “brand” and focuses exclusively on the quantitative and qualitative characteristics of each investment within a given plan.