You work hard to do the right thing for your employees by offering and managing your retirement plan, that is why Barnes Capital Group is the go-to retirement planning advisors in Tallahassee. But, we also know it’s not your full time job. We know from day to day you have a lot of obligations to keep your company’s business running smoothly. Your retirement plan’s fiduciary responsibilities shouldn’t be an added burden.
Our retirement plan program that includes a:
The real question is; who’s helping you fulfill these retirement plan responsibilities right now?
We stand behind our offering and support you in managing your fiduciary obligations. In the following pages we outline the BCG Retirement Plan Process and the steps we take in an effort to provide comprehensive retirement plan services for your business.
The objective of a sound retirement plan is to:
Plan Design Assistance
Investment Fiduciary Responsibility
Executive Benefits – Non-Qualified Plan
Features
Goals For Plan
Plan Design Assistance
Plan Conversion
Enrollment Meetings
Employee Education
Fiduciary Support
Independent Advisor Alliance, Barnes Capital Group, and LPL Financial are not affiliated with any of the above referenced entities. The final selection of a service provider is the responsibility of the plan sponsor.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Barnes Capital Group, a Registered Investment Advisor. Barnes Capital Group is a separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website 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 resident of any other state.
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Barnes Capital Group
1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308
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