Financial Services


img-optimal-financial-serviceEmployer Sponsored Retirement Plans 

We work with Financial Advisors who are here to help employers manage one of their most important employee benefit plans -- retirement.  

We recognize that a retirement plan is a key element to offering a rich compensation program which helps to recruit and retain high performing employees.  In fact, statistics show that there is a direct correlation of retirement plan participants and long-term, engaged employees.  Equally important, there is a delicate balance of providing an attractive retirement plan to employees versus the potential liability and administrative burden that is inherent with these plans.  At Optimal BenefitsTM, we are well aware of this delicate balance and we help our clients select the most qualified financial advisors in the industry so that our clients can achieve the proper balance.  

We can help you select financial advisors who have the right approach and process when assisting employers with their retirement plans including:

  • Corporate Retirement Plan Strategy Development
  • Report Capability Outlining Employer Matching Scenarios and Investment Fund Analysis
  • Benchmarking Comparative Analysis versus Similar Industry and Employer Size
  • Program Compliance

Individual Wealth Management and Financial Planning 

As a complement to our retirement plan financial advisory services, our experienced advisors can also deliver wealth management guidance and financial planning for individuals.  Many of our individual clients build a relationship with our advisors through the course of the trust established while participating in employer sponsored retirement plans.