Employee Benefits Trailblazer Wealth offers benefits consulting, which allow us to create closer relationships with our clients. Our goal is to make sure that your benefits goals are being met – helping you build the right strategy for the future. Benefits Consulting Strategic benefit planningPlan design analysisStrategic plan management and reportingContribution strategiesRequest for proposal and vendor selectionQuarterly financial reviewProduct placement and consultingRisk management 401(K) Plan Services Creative plan designFee analysis and request for proposal servicesPlan trustee due diligencePlan audit supportParticipant education Full Disclosure Fee Transparency Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.