Work With Us

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Work With Us

Work With Us

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Corporate Retirement Plans

Is your plan great?

A great plan should always start and end with being employee focused.  From plan design to continuous education, each decision must be in the best interests of the participants. We offer cost-efficient pricing as we work with you to offer a great plan for your employees.

We work with clients who offer 401(k), 403(b), 457, Profit Sharing, and Pension Funds. Our clients include banks, general contractors, car dealerships, manufacturing plans, education associations, insurance firms, and many more.

Let us help you write your retirement story.

Plan Sponsor Areas of Importance

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    Fiduciary Responsibilities

    Mitigate risk through co-fiduciary support from Sundvold Financial and other vendors

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    Plan Design

    Customized plan design to meet the objectives of the plan

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    Employee Focused

    Personal points of contact with easy-to-use website integration

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    Fees/Costs

    Competitive fee structure

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    Investment Options

    Broad range of prudent investment options with Strong Asset Allocation Funds

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    Peace of Mind

    The comfort of knowing you have a prudent and invested partner

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Employee Benefits

Who is looking out for your employee?

Is your employee benefit package an asset or only a requirement? If structured properly, we believe corporate benefits can be a well thought out recruitment and retention tool. We prioritize Health, Life, and Ancillary benefits services. Our Insurance Team combines over 65 years of industry experience to assist you with your Employee Benefits needs. 

Whether you are a small business with under 50 employees, or a growing business, our team will offer the same level of service and expertise to help you offer the Group Benefits your team deserves.

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Financial Planning

What is important about money to you?

We believe the essence of Financial Planning is to understand where you are now and where you want to be.   Along the way are numerous milestones. The proper approach to achieving these milestones often requires a trusted advisor to help get you there. Our Advisors will help you understand your core values and better understand ‘what is important to you about money’ and help you along your Financial Road Map one milestone at a time. Common milestones include saving for college, retirement planning, and donating to charity.

“There are those who travel and those who are going somewhere. They are different, and yet they are the same. Successful people have this over their rivals: they know where they are going” -Mark Caine

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Frequently Asked Questions

  • Yes, we generally ask prospective clients to have at least $100,000 of investable assets. We do make exceptions, feel free to reach out for more information.

  • We work with all sizes of retirement plans. Feel free to contact us to learn more about our services.

  • Yes, please reach out to the Advisor you have met with and they will be happy to help you with your options.

  • Our clients range from small businesses to large municipalities; our team looks forward to discussing Employee Benefits with your company.

Ready to Get Started?

INQUIRE WITH US