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100% of our plans are custom designed and created specifically for each client’s needs. And that includes you.
Your Concierge Retirement Plan Consultant begins the process by working one-on-one with you to implement the plan, but it doesn’t stop there. He or she stays engaged over the life of the plan as your objectives and goals change.
And remember – you have direct access to your Concierge Retirement Plan Consultant. No run-around and no bull.
Personalized Plan Consultants:
Instead of a call center, you have direct access (email and phone number) to your dedicated Concierge Retirement Plan Consultant. Call or email any time.
Customized Plans Solutions:
Instead of the “one-size fits all” approach, we develop plans specific for your company to meet your goals.
Unparalleled Customer Service:
From initial contact to plan monitoring and optimization for years to come, Concierge Retirement Services is with you every step of the way.
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