WE
believe that your team deserves to feel like they are on the right path to financial freedom and achieving their life’s goals. We know that taking care of your employees is directly correlated to your business and financial growth.
With our team of Certified Pension Consultants, accredited investment fiduciaries, and CERTIFIED FINANCIAL PLANNERS™, we are able to create plans based off of your teams objectives giving them peace of mind. We are the teammate in your corner that constantly monitors your teams plan so they can get back to doing what makes them, them.
As Certified Pension Consultants, Accredited Investment Fiduciaries, and CERTIFIED FINANCIAL PLANNERS™ we work with our clients to take care of their money and give them peace of mind.
When it comes to your employee benefit plans, it is our privilege and our fiduciary duty to make sure that we are making choices that support your goals, not ours. By acting as a Fiduciary, we are reducing your liability as an Employer and providing a prudent process to make sure your team and company are protected.
Valuing your time and making this process easy is a passion of ours. We provide digital tools and periodic reports that allow you focus on your business. Our high standards for accreditation, continuing education, and industry experience ensures that we are current and transparent in all our practices.
We provide ongoing education, tips, and tricks to keep you employees current and support their financial independence. We are in it for the long haul, eager to support you and your team(s) throughout every life stage.
We create comprehensive plans with successful outcomes to support all of your employees. Not only do we help to create and implement the plan, we keep your employees experience in mind by educating each employee and streamlining the process.
We're here to support you and your team, not add more to your plate.
Your business, people, and needs are unique…your solutions should be too. We work with you to analyze your people benefits, asses cost structures, and create a goal-based investment portfolio to contribute back to your bottom line.
Your people are your number one asset, we help you take care of them and your business.
We believe that financial literacy is part of your employee's overall wellness.
Though our digital platform and our CFP® Hotline, we educate your team no matter what stage of life, create customized learning paths for each employee, and be able to report back to your leadership team how your employees are growing.
Your people are your number one asset and we help you make that known without taking away from your bottom line. Our goal is that your employees stay on track with their retirement goals so that they can retire on time.
ABG Consultants is a member of Alliance Benefit Group National which serves:
We want to make sure that you are focusing on the right things in your business. Let us monitor your objectives and make sure we're helping you achieve them. Our goal is that your employees say on track with their financial goals so that they stay productive and enhance your business.
