Stones River Consulting?
Most small businesses are underserved by the retirement plan industry, with much of the personal attention being paid to large companies.
This leaves most small businesses with retirement plans that are wrong for their goals, far too expensive, and with poor customer support when things go sideways.
Stones River Consulting was founded to provide small business with the retirement plans and service normally reserved for the largest companies. We are devoted to working with business owners and their financial advisors to ensure the retirement plans we create:
- Match the business owner’s financial goals
- Give the business owner maximum value
- Provide a powerful benefit to the company’s employees
- Allow the business owner to focus on their company while we handle the plan details
At Stones River Consulting, we work with financial advisors to create an ideal retirement plan for small business owners. Our model involves three parties:
- Financial Advisors
- Investment Providers
- The Stones River Consulting team
Our job is to design, document and ensure that all plans are in compliance with the most up to date law. We work with financial advisors to communicate all options available to the client, and to understand the needs of the business owner. In addition, we also work directly with investment providers to keep track of their information and responsibilities, which includes:
- Quarterly Statements
- Record Keeping
- Providing Requested Information… and more!
Meet the Stones River
Our purpose is to serve our clients through custom-fit retirement plans, exceptional service, and a sense of humor. We know small businesses don’t get that kind of attention in the retirement industry, but we’re okay with being a little different.
Head of Security and Naps
Since we hired Maggie, coordinated squirrel and mountain lion attacks have gone down significantly.