We leverage Vanguard retirement plans so we can offer you the lowest fees in the industry. We specialize in helping business owners, corporate executives, medical professionals, and entrepreneurs with their retirement and personal financial plans. We can help you select which retirement plan option is best for you.

401(k) Consultant

We believe you should work with an experience retirement professional that will help you address several key components of a successful retirement plan. We can assist you address every detail of your retirement plan. As a fiduciary we maintain the highest standards working in your best interest for you – we are legally bound to put our clients’ interests first. Our recommendations are always aligned with the best interests of your firm and your plan participants.

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Why Vanguard Retirement Plans and Constant Guidance Financial can help your employees have a more financially secure future?

  • Turnkey service – We can help ease administrative burden, facilitate plan compliance, and help participants stay on track for retirement.
  • Cost effective – Vanguard costs are lowest in the industry. Working with local businesses in the area I have helped them lower their costs for retirement plan participants between 60-85% by offering Vanguard Funds.
  • Enormous Scale – Vanguard already works with thousands of other plan sponsors and office managers of every size and across many industries.
  • Corporate structure – Vanguard and Constant Guidance Financial are privately owned. With no outside owners, our corporate structure ensures that our interests are aligned with you and your participants.
  • Technology – Premier recordkeeping services, innovative tools & education to help participants better prepare for retirement.
  • Broad choice of investments – Vanguard is one of the largest and fastest growing money managers in the country.
  • Custom Retirement design – Various plan design options to meet goals – compliance testing requirements, encourage high plan participation, and creating employee groups.
  • Investment Fiduciary – We have the expertise to explain general fiduciary principles, and investment principles that will provide practical guidance to you that will help to reduce fiduciary liabilities.

 

SEP IRA

If you are a business owner and are looking for a cost effective solution that is convenient, has less paperwork, and allows you to can change your contribution rate based on cash flow then this plan could be for you. We can assist you in implementing a customized financial strategy which will allow you to keep the focus on your business.

Characteristics of a SEP IRA 

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Profit Sharing Plan – Establishing a Plan

We can help you establish a profit sharing plan and share the fiduciary responsibilities as we diversity the plan investment with respect to the participants and beneficiaries of the plan.
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Why select a Profit Sharing Plan

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Invest with confidence with Constant Guidance Financial.

We’ll work hard to earn your trust as an advisor or strategic partner in structuring investment solutions that address your evolving financial goals.

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