Approach

Find and Lower
Hidden and Confusing Fees

 

We identify and explain the fees in your retirement plan and determine if they are fair and reasonable. Total fee transparency often results in significant reductions, most of which come from employee accounts.

Lower fees for employees means more of their assets stay in their account working for their retirement.

Provide Employees
Retirement Planning Advice

 

Planning for retirement can be overwhelming for many employees. ClearPoint Financial Partners provides tailored advice on how much to save and investing retirement assets.

Taking the guesswork out of retirement planning gives employees confidence about their financial future.

Implement a Fiduciary Governance Process

 

Employers have many responsibilities when it comes to retirement plans; including, benchmarking fees, monitoring investments, plan compliance and providing employees plan information.

We implement a prudent review process that allows employers to feel confident in meeting fiduciary duties so that they can focus on running their organization.

Park and Elm Investment Advisers LLC is a registered investment adviser in the State of Indiana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Park and Elm Investment Advisers LLC is doing business as ClearPoint Financial Partners.