|
|
 |
For any retirement plan or profit sharing program to be effective, your employees must be invested - not just financially - but more importantly, emotionally. This is a detail that cannot be overstated. Retirement planning - saving for tomorrow with today's dollars - is a stretch for so many of us in the workforce. Every employee should be participating in their employer's retirement plan. Every employee should understand what it will take to reach their retirement goal. And every employee should have a resource or advisor that they trust with any question or concern. We see it as our responsibility to sit along side your employees and provide guidance toward prudent investment that will create retirement security.
Venbrook is committed to this education. We work directly with your employees through group training and individual face-to-face appointments to allow them to get the most out of this opportunity.
The benefits to you, the employer, are many. Increased participation and involvement from employees creates a greater sense of company loyalty, helps retain good employees, attracts quality prospective employees and provides significant corporate tax savings.
When working with business owners and officers, Venbrook Financial Services uses a client-centered, consultative approach to evaluate the owners' needs, objectives and budget. We advise on plan design and structure that specifically addresses your organization. Our philosophy is to use best of breed products specific to you, and to advise without the influence or tie to any financial institutions.
We assume co-fiduciary responsibility, mitigating the organization's exposure to financial missteps and insuring IRS and DOL compliance, while at the same time holding Venbrook equally accountable in the process. Venbrook employs an Accredited Fiduciary Auditor (AIFA) who continuously applies self-discipline and adherence to legal standards to this partnership.
Once we have conducted a thorough risk assessment, we work together to find specific investment opportunities that fit your profile. We design customized asset allocation strategies that are right for your employees, and we work with your employees to promote increased enrollment and intelligent investment.
Our basic tenets of operating are simple: Transparency and Integrity. We do not hide fees nor do we act in any way that is not purely in the best interest of the client.
Once a customized plan is designed, we endeavor to continuously evaluate, report, and audit the performance goals of your program against your original objectives. Our agile, client-focused relationship provides you access to our resources, information, and a worldwide network of financial institutions with whom we work.
Products & Services:
- Profit Sharing/401(k), 403(b) Plans
- Pension Plans
- Simple IRA
- Individual 401(k), / SEP IRA
- IRA / Roth IRA
- Fiduciary Compliance
- Plan Audits
- Plan Design & Cost Analysis
|
|
|
Our Mission Statement
Venbrook is the choice for those who value partnership. We manage risk to create security, promote growth, and add value.
|
|
 |
|
|
