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 consulting firm focused on retirement plans, dedicated to ensuring the success of these plans for their clients. The firm offers a comprehensive suite of services that includes investment monitoring, plan design, fiduciary services, and benefits compensation management. By providing a diverse range of investment options and ongoing employee education, Retirement Benefits Group aims to enhance the retirement planning experience. The firm emphasizes transparency regarding fees and costs, allowing clients to make informed decisions tailored to their specific personal and professional goals.

Lakeview Wealth Management offers comprehensive financial advisory services aimed at both retirement plan sponsors and individual clients. The firm specializes in portfolio management, retirement planning, education planning, estate planning, and insurance strategies. By serving as financial partners and advocates, Lakeview Wealth Management guides clients through significant life decisions and helps them achieve their investment objectives. Through its wealth management expertise and financial planning knowledge, the company provides tailored solutions that address the diverse needs of its clients.

Summit Financial Consultants is a boutique wealth management firm focused on guiding clients toward achieving a work-optional lifestyle. The firm simplifies complex financial strategies, providing clarity and confidence in financial decision-making. Its services include wealth planning, financial consulting, asset management, business planning, and fiduciary planning. By diligently assisting individuals in planning, executing, and managing their financial resources, Summit Financial Consultants aims to help clients meet their financial goals effectively.

kPlans Investment Services operates as an investment advisory firm focusing on retirement solutions. The company specializes in managing defined benefit and cash balance pension plans, providing tailored services to help clients secure their financial futures. In addition to its pension plan management, kPlans also develops wealth management practices, ensuring a comprehensive approach to financial planning. By offering these services, the firm aims to empower clients to achieve financial freedom and stability.

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 specializes in providing retirement plan consulting services to institutional clients across various industries. The company focuses on developing tailored retirement solutions that include fiduciary risk management, operational efficiency, expense control, investment search, plan design, and expense analysis. By offering these services, MJM401K enables clients to effectively manage their retirement plans and mitigate associated risks, ensuring a comprehensive approach to their financial planning needs.