Corporate Services

As a business owner, your employees are important to you. They help drive the mission and vision of your company. The more financially secure your employees are, the more focused and attentive they will be. Being able to offer a retirement plan can be an extremely important ingredient in attracting and retaining employees, while providing them with the long-term savings that allows them to sleep at night, knowing that they’re building a more secure future.

 

However, along with the joy of providing them with such an incredible benefit comes the responsibility for evaluating and managing the investment decisions for the plan’s assets. It’s important, that as the owner of an organization you protect yourself by following stringent fiduciary standards of objectivity. You need help providing oversight and monitoring the assets allocation, investment products and portfolio construction, while at the same time ensuring fees are in line with industry standards and eliminating unnecessary costs.

Whitaker-Myers Wealth Managers provides your business a one stop shop for your organizations retirement plan and investment needs. Through a strategic partnership with our sister organization Whitaker-Myers Benefits Plans, we can also provide your firm a single organization to bring together retirement, health & group benefits.