To partner with plan sponsors to provide holistic solutions to their retirement and executive benefit needs.
Since 1991, Georgetown Financial Group, Inc. (GFG) has provided financial planning, retirement and wealth management services - designing and implementing detailed strategies to help our clientsaccumulate, protect, and transfer wealth. The qualified retirement plan advisors of GFG Retirement Solutions have a combined 140 years of advising experience. As of October 2019, we serve over 125 qualified retirement plans, with more than $479 million of retirement plan assets under management. Georgetown Financial Group, Inc. is based in Georgetown, CT. It supports over 100 independent financial advisors and their clients across the country, and the advisors it oversees have $3.2 billion of assets under management.
We can help establish clear goals for the plan as well as strategies for reaching these objectives.
We can consult with you about plan design elements that may help increase participation and savings, thereby helping employees become successful retirees.
When you are considering different vendors, we can help you evaluate their services and the reasonableness of their fees.
When employees are engaged in the learning process, they are more likely to make good investment decisions. We can help educate them in a way that encourages action.
A plan requires specialized services from multiple providers. We can assist with the coordination of these services, helping the plan run smoothly.