Who We Are

Who We Are

  • Dedicated to constructing and implementing 401(k), 403(b), 457 and Defined Benefit plans.
  • Our client base is comprised solely of retirement plan clients. By concentrating on retirement plans, we are able to deliver greater expertise and a higher level of knowledge about changing retirement plan issues.
  • Independent*, fee-based fiduciary advisors, employed by the plan to provide unbiased solutions and services to the trustee, plan administrator and plan participants.
  • Our compensation is level and fully disclosed. We do not sell investment or insurance products to your workforce. This ensures the delivery of unbiased and conflict free solutions.
  • Our goal is to act as your retirement plan department, freeing you up so you can attend to more pressing issues...like running your business.

Our Core Principles:

  • Providing retirement plan services since 1989
  • Independent* advisors
  • Fully disclosed, fee based, level compensation
  • No hidden fees or compensation
  • Fiduciaries to the plan in writing
  • Serving trustees, plan administrator & participants
  • No product sales to your employees
  • Unbiased advice
  • No conflicts of interest
  • Personalized attention
  • Monthly plan monitoring

WE ARE EDUCATED, ARE UNIQUELY QUALIFIED TO GUIDE YOU THROUGH THE COMPLEXITIES OF YOUR PLAN.

LICENSES

I hold these insurance and securities licenses:

  • Limited investment securities license.
  • General Securities Representative license.
  • General Securities Principal license.
  • Uniform Securities Agent license.

DESIGNATIONS

I have earned the following designations:

  • Accredited Investment Fiduciary (AIF)
  • Qualified Plan Financial Consultant (QPFC)
  • Chartered Retirement Plan Specialist (CRPS)
  • Plan Sponsor Retirement Professional (PRP)
  • 2007 Plan Sponsor magazine “The Most Successful Retirement Plan Advisors”
  • 2015 Financial Times Top Retirement Plan Advisors

*Jeffrey Justi is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services Member: FINRA, SIPC. Advanced Retirement Solutions and United Planners are not affiliated.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved