Retirement Plan Services

Misson

As independent 401(k) consultants, we are dedicated to helping business owners and executives improve the effectiveness of their retirement plans, while providing informative educational opportunities to assist your employees in preparing for their retirement. Equally important to our clients is the ability to help improve their fiduciary processes through this tailored approach.

InvestWise Financial combines the considerable experience and talent of our highly qualified consultants, with some of the resources of the nation's largest and most trusted providers.  Our role is to conduct effective research and analysis to continuously recommend the most appropriate solutions for your organization, followed by a total commitment to service excellence in managing your retirement plan to allow you to focus on your core business.

Dream it....Define it.........Do it!

401 (k) Information Request Form (Click Here) 

For more information please contact: Ken Krausman @ 248-594-7903

www.investwise401k.com

  What Makes Us Different       

How we Strive to Add Value

         
  • Independent & Objective
  • Solely Focused
  • Client Advocates
  • ERISA Specialists
  • Accountability

 

  • Reduce Fees and Expenses
  • Improve Investment Mangement Processes
  • Provide Informative Employee Education Programs
  • Implement Fiduciary Process Management to Reduce Liability
  • Streamline Administrative Functions to Reduce Time Expenditures

 

  How We Can Help  
                              
  • Independent Plan Review
  • Vendor Search and Evaluation
  • Plan Transition and Implementation
  • Relationship Management
  • Strategic Partnerships (TPA, Payroll, CPA, Legal, IT, Etc...)