Vertical Financial Group

888-411-2590 |

Worksite Benefit Plans

Vertical Financial Group provides dynamic and custom 401(k) & worksite benefit plans for companies nationwide offering a range of full-service solutions, including:

Benefit Plan Value Assessment
Are you evaluating an existing plan or researching to implement a worksite benefit program for your company? Vertical Financial Group can provide the fee and benchmarking analysis tools needed to evaluate and make informed business decisions while representing the best interests of you—the business owner—and your employees.

Asset Management
Vertical Financial Group creates a customized lineup of investment options for each retirement plan client based upon the demographics of the plan’s participants and the client’s philosophy regarding investment risks.  The investments and planning tools we utilize are typically the best fit for companies with $3M to $150M of retirement assets, and our management services include:

  • Plan set-up (if needed)
  • Portfolio allocation & rebalancing assistance
  • Custom plan designs to drive participant outcomes
  • Non-qualified plan assistance
  • On-going benchmarking, documentation of records and meetings, fiduciary and investment reviews

Protection Planning
In addition to traditional investment options available through our 401(k) and workplace benefit plans, our team is licensed and knowledgeable to provide education and recommendations for critical insurance coverage such as life, disability and Long-Term Care. Information can be made available through individual consultations or as directed by the business owner.

Participant Guidance
A unique consideration for Vertical Financial Group in providing retirement benefits for your company is our dedicated focus to improve participation and provide measurable outcomes for your team. We aim to motivate apathetic employees to help turn them into engaged investors with choice, confidence and control. We strive to make ourselves available to provide guidance through group meetings, individual consultations and educational and planning support to help each of your team members in reaching their personal financial goals.

Ready to get started?
To request an analysis of your current plan or schedule a consultation to discuss how Vertical Financial Group may be of help to your business, contact us today.

Click here to learn more about our individual wealth management services.