Everyone deserves an advocate.
RETIREMENT ADVOCATES
MISSION
At Retirement Advocates (RA) we are committed to developing and nurturing relationships based on trust and exceptional service. We utilize our extensive resources and experience to educate, counsel, and execute ideal solutions to serve the needs of our clients. Our number one priority is ensuring the financial prosperity for those we serve. We provide clarity and transparency in an increasingly opaque world. By doing the heavy lifting necessary to provide exceptional service, we allow you to focus on what matters to you most. From everyone at Retirement Advocates, we want to thank you for allowing us to be of service to you and look forward to another year of serving your financial needs.
Retirement Plan Consulting
A retirement plan consultant plays an important role in your business. At Retirement Advocates, we partner with you to meet fiduciary obligations, mitigate risk, and provide the ideal plan for your specific needs. We work closely with the businesses we serve by providing knowledgeable guidance, advice, and superior service.
Wealth Management
At Retirement Advocates our focus is not just building out a “cookie-cutter” portfolio, but rather one that is tailored to your specific needs. Our ability to optimize and manage your wealth on a customized basis sets us apart.
Risk Management & Executive Compensation
You have a successful business built by taking risks and seizing opportunities. Now that you are successful, what are the new risks and challenges you face? We provide a full suite of consulting services to assist you with understanding these risks and building strategies to mitigate them.