Your Dedicated Retirement Plan Consultant
When you partner with Casco Bay Wealth Advisors, you’ll get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.
We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:
- Expert guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
- Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
- Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
- Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.
Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.