When it comes to a corporate retirement, these plans have their own set of complex rules and ERISA compliance standards that must be met. It can be very difficult for corporate plan sponsors and fiduciaries to try and figure out everything on their own. The truth is, you need a knowledgeable and trustworthy partner that can help see your corporation through, and provide a great corporate retirement plan for your employees. Here, at SAP Financial Group, we have over 20 years of experience in helping our corporate clients reach their retirement goals.
We believe in providing full and comprehensive services that cover all aspects of retirement planning. So, as part of this unique service model, any executives, trustees, and corporate participants will all receive complementary retirement planning services.
“Each client is given a custom personal financial statement that comes complete with income and expense analysis. This personal financial statement is created based on your personal financial objectives. We only recommend solutions that maximize your total income in retirement and minimize risk, instead of focusing on products that make us the most commissions.”Scott Plamondon
23171 La Cadena Drive Laguna Hills, CA 92653 Phone: (888) 394-8181
Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120 303-797-9080. SP Wealth Advisors is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.