At Stonebridge, we are absolutely PASSIONATE about all things regarding retirement planning. It's what we do. Let us help you simplify. See less
Stonebridge Financial Group is a registered investment advisory firm with the goal to help clients build and manage highly effective and successful retirement plans. Our firm enables you to focus on what you do best: running your business! We focus on helping you stay out of Department of Labor / ERISA trouble, while making plan compliance and administration simple. We specialize in:
• Establishme
nt and review of Investment Policy Statements
• Plan benchmarking
• Plan governance to meet DOL and ERISA requirements
• Employee and employer plan and investment education
• Accepting full fiduciary status under ERISA 3(21) and 3(38)
• Strategies to optimize participant outcomes
In collaboration with your executive team, we evaluate your existing retirement plan and develop plan success goals. Working together, we will measure results and make improvements while maintaining the highest degree of fiduciary prudence and process. We utilize our unique five step retirement plan maturity model to guide you through each step, ensuring no stone is left unturned! On an ongoing basis, we continually review your plan, focusing on monitoring investments in order to offer your employees top performing choices. Call us today at 855.530.0500 for a complimentary plan review!
Securities offered through Osaic Wealth, Inc, member FINRA/SIPC. Investment Advisory services offered through Global Group Financial Advisors, LLC, doing business as Stonebridge Financial Group, a SEC Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced her are independent of Osaic Wealth. For full disclosures please see our website at www.stonebridgefinancialgroup.com.
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