Our Value To You
We collaborate as a partner, putting you and your employees first
RCG is an independent, conflict-free RIA. We sign on as a plan fiduciary and by contract must always act in your best interest – that includes a complimentary review process. By taking on this fiduciary role and by not selling products, we are able to remain conflict-free and objective as we sit on the same side of the table with you.
We believe our primary role is to educate
We take our role very seriously as an educator. We provide you with ALL the options available, in an objective manner. We believe this process cultivates a trusted advisor relationship that allows us to add the most value to you and your employees.
We evaluate the successes of your plan and your employees
We not only review fees, funds, and fiduciary requirements, we work closely with you to measure your participants’ progress toward retirement readiness. As we identify opportunities to make improvements, we can provide you and your employees with actionable guidance and strategic insights.
Get The Most Our Of Your Retirement Plan
Education and communication are at the heart of our success, which is achieved by:
The Retirement Consulting Group
Direct: (858) 456.4850
Toll Free: (888) RCG.401k (724.4015)
Fax: (858) 454.1255