Retirement Plan Consulting

As a retirement plan sponsor, it’s your job to satisfy your fiduciary obligations and fully understand the liabilities that affect your organization. You need a retirement consultant who is part financial expert, part strategist, part analyst and part communicator — a partner you can trust with your employees’ futures. We believe that your retirement plan should be strategically aligned with your broader business goals. We live in a competitive world and if you are not focused on recruiting, retaining, and rewarding key employees, it can cost you and your business.

RISE Family Office brings experience and a depth of resources to your organization so you can help your employees and executives plan for retirement. We provide the expertise you need to address all aspects of employee retirement plans, investments, regulation, compliance, cost control, reporting requirements, and more. Create a stronger organizational culture while helping employees plan their future, so they don’t have to “retire at their desks.”

Everyone wins.