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Corporate Retirement Planning

Just like our planning approach for individuals, effective corporate retirement planning does not happen by accident. It is a process that involves listening, strategic thinking and experience. Not to mention a team of professionals who are committed to developing and implementing a plan that helps meet your corporate goals and more importantly, it helps your employees meet their long-term financial goals.

At Beacon Financial Partners, we have extensive experience helping a broad range of companies develop and implement qualified and non-qualified retirement plans that are  appropriate based on a variety of factors. The combination of our corporate planning and individual planning services was created to offer a  suite of services designed to deliver value to both plan sponsor and participant.

Our number one goal is to deliver institutional quality services that are completely independent of providers and offer full disclosure and transparency of all fees.

The range of services offered by the Retirement Plan Services Department include:

  • Investment Due Diligence

  • Vendor Selection

  • Financial Education & Planning

  • Plan Benchmarking

  • Plan Design Consulting

  • Fidicuary Compliance

Contact Us

25825 Science Park Drive, #110 Cleveland, OH 44122

Tel: (216) 910-1850

Fax: (216) 910-1899

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