SageView Advisory Group

OnTrack 401(k) ) provides retirement planning services, attempting to make the plan easy to maintain, compliant, and cost-effective for clients.

Palmer Retirement Consulting is an advisory firm with both institutional retirement plan clients and wealth management clients.

Retirement Benefits Group is an independent retirement plan consulting firm dedicated to the success of its clients' retirement plans. The company offers a comprehensive array of services, including investment monitoring, plan design, fiduciary services, and benefits compensation management. By focusing on providing an appropriate range of investment options and ongoing education for employees, Retirement Benefits Group aims to empower clients with customized solutions tailored to their personal and professional objectives. The firm emphasizes full fee and cost transparency, ensuring that clients have a clear understanding of their retirement benefits and investment strategies.

Lakeview Wealth Management is a financial advisory firm dedicated to assisting individuals and retirement plan sponsors in navigating their financial journeys. The company specializes in a range of services, including portfolio management, retirement planning, education planning, estate planning, and insurance strategies. By offering expertise in wealth management and financial planning, Lakeview Wealth Management aims to support clients in achieving their investment objectives and making informed decisions during significant life events. Their approach positions them as trusted financial partners and advocates for their clients.

Summit Financial Consultants is a boutique wealth management firm dedicated to assisting clients in achieving and maintaining a work-optional lifestyle. The company specializes in a range of services, including wealth planning, financial consulting, asset management, business planning, and fiduciary planning. By simplifying complex financial strategies, Summit Financial Consultants aims to enhance clients' confidence in their financial decisions and provide clear direction to help them reach their financial goals. The firm's commitment to diligent management of financial resources underscores its focus on personalized client service and effective financial planning.

kPlans Investment Services is an investment advisory firm that specializes in managing defined benefit and cash balance retirement plans. In addition to these services, the company develops wealth management practices aimed at helping clients achieve financial stability and independence. By focusing on retirement planning and investment management, kPlans Investment Services provides tailored solutions designed to meet the unique financial needs of its clients.

Bloomfield Hills Financial is an independent financial planning and wealth management advisory firm that offers a wide range of services to individuals and businesses. It provides investment planning, including asset allocation models, exchange-traded funds, fixed and variable annuities, and real estate investment trusts, among others. The firm also specializes in retirement planning, education planning, and risk management, which encompasses life insurance, long-term care, and disability insurance. Additionally, Bloomfield Hills Financial offers estate planning and tax planning services, focusing on helping clients preserve their purchasing power and achieve their financial goals. Through these comprehensive services, the firm aims to assist clients in navigating their financial futures effectively.

MJM401k is a provider of retirement plan consulting services catering to institutional clients across various industries. The company specializes in a comprehensive suite of services, including fiduciary risk management, operational efficiency, expense control, investment search, plan design, and expense analysis. By offering these services, MJM401k enables its clients to effectively manage their retirement plans while controlling associated risks and costs. The firm’s focus on tailored solutions ensures that clients can optimize their retirement strategies in alignment with their specific organizational needs.