9070 Irvine Center Drive
When it comes to retirement plan consulting, experience and expertise are key qualities. The WealthWise Financial Services team has both. We specialize in working with business owners and corporations to simplify the complex demands of retirement plans from inception, to execution, to ongoing maintenance.
We provide consulting services for company-sponsored retirement plans such as 401(k), 403(b), Safe Harbor, Profit Sharing and Defined Benefit plans. Other firms may only offer their services as a broker on a commission basis. However, we are able to provide consulting services on a fee-basis by acting as a 3(21) fiduciary advisor. As a 3(21) advisor, we are acting in a co-fiduciary capacity and therefore are held to a higher level of responsibility and accountability than when acting in a broker status.
We provide companies the following investment advisory and consulting services:
We work with you to establish a long-term plan for employee retirement readiness through: