Retirement Plans
Workplace Financial Education
Affiliations & Credentials
A dedicated advisor for every retirement plan.
Many employees find retirement planning overwhelming. Our goal is to simplify the process and help employees save and invest with purpose. Each client is supported by a dedicated advisor who builds a financial wellness program tailored to the organization.
Resources include:
- Dedicated advisor for each business
- One-on-one consultations (in-person or virtual)
- Financial planning for all employees
- Access to estate planning resources at reduced cost
- Participant support phone line (English and Spanish)
- Customized content for each business
- Bilingual support and materials
Group workshop topics:
- Medicare (led by a licensed medicare expert)
- Trusts and wills (led by an estate planning attorney)
- Insurance basics
- College savings strategies
- An introduction to retirement plans
- Portfolio construction fundamentals
- Navigating market volatility
Blog
Latest Insights
Get in Touch
We're here when you need us.
Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!