Corporate Retirement Plan Services

Mission

As independent 401(k) consultants, we are dedicated to helping business owners and executives improve the effectiveness of their retirement plans. Our advisors address this by crafting custom strategies and providing informative, educational opportunities to assist your employees in preparing for their future. 

At InvestWise Financial, LLC., we combine the considerable experience and talent of our qualified consultants along with resources from some of the nation's largest and most trusted providers. Our role is to conduct effective research and analysis to continuously recommend the appropriate solutions for your organization. Through independent benchmarking strategies, we will hold your service providers accountable to providing some of 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 & Comprehensive
  • Solely Focused
  • Client Advocates
  • Accountability


How We Strive to Add Value

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


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.)