Broker Check

Corporate 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. Our advisors accomplish this by crafting custom solutions and providing informative, educational opportunities to assist your employees in preparing for their future. Through this tailored approach, we also have a unique ability to help clients improve their fiduciary processes and responsibilities.

At InvestWise Financial, LLC., we combine the considerable experience and talent of our highly-qualified consultants along with resources from 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. Through independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and efficient plans on the market.

Along with our total commitment to excellence in managing your retirement plan, we strive to enable you to focus on what matters most: your core business.

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

For more information please contact: James Uh @ 248-594-7904

What Makes Us Different

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

How We Strive to Add Value

  • 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.)