Basic 10 Checklist

10 Basic Services Checklist

Fill out the form to receive our checklist to see if you're getting the 10 basic services ANY plan sponsor should receive from their advisor.

If you can't check all 10 boxes... It's time to start EXPECTING MORE!

Schedule a 30 minute meeting with me to discover opportunities to save you money and/or improve your plan.

Schedule a Fee Plan Analysis

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any state resident of any other state.