Our advisors are objective and fully independent in making recommendations to you and your employees.  Because we do not offer a proprietary "in-house" retirement plan, we have no incentive to sell any specific platform, but work with virtually all the different providers and administrators in the retirement plan market.

We understand many factors are involved in the selection and design of a retirement plan platform.  Each employer has specific needs and objectives that are important in this decision.  We work with you to evaluate the many alternatives and then, after the platform has been selected, coordinate the different components of the retirement plan process on an ongoing basis. Our goal is to build and foster long-term relationships with you and your employees.

Since one of the most significant roles of a 401(k) advisor is to educate employees about investments, an important distinction is whether that advisor is familiarity with the many intricacies of today's investment alternatives. As a plan sponsor, you can trust you have a knowledgeable investment professional advising you and your participants.
RJFS does not endorse nor is affiliated with the above mentioned companies. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. © 2006 Raymond James Financial Services, Inc. member FINRA/SIPC.