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 planning
- Plan design analysis
- Strategic plan management and reporting
- Contribution strategies
- Request for proposal and vendor selection
- Quarterly financial review
- Product placement and consulting
- Risk management
401(K) Plan Services
- Creative plan design
- Fee analysis and request for proposal services
- Plan trustee due diligence
- Plan audit support
- Participant 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.