Comprehensive Financial Analysis and Planning
Comprehensive Financial Analysis and Planning
Your Annual Meeting
Your Annual Meeting
Your Annual Meeting
Team Approach
Integrated Services
Personalized Solutions

401(
k) Services

To attract and retain the best employees in today’s environment, a business must offer a strong benefits package. Financial Advisory Service can provide expertise in establishing defined contribution plans to retain and reward your key employees that won’t break your pocketbook to provide them.

Whether it’s a 401(k), a Simplified Employee Pension-IRA (SEP-IRA), Qualified Retirement Plan or other plan, Financial Advisory Service can help create the best solution for you, your business, and your employees. Once a solution is developed, we search the marketplace for the most cost-effective providers of retirement plan services so that you don’t have to.

An often overlooked, but integral, part of our retirement plan services is the financial planning opportunities your key employees will automatically receive by enrolling in the retirement plan. Financial Advisory Service provides, with all of their plans, a one on one session for each of your employees to meet with a financial professional to discuss their investment strategy within the retirement plan as well as any other financial planning topic they wish to discuss. Not only does this help fulfill your fiduciary responsibility, it also enhances your relationship with your employee.

We will be happy to design a retirement plan that fits the unique needs of your business.

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  Kansas City - 913-239-2300

  Tulsa - 918-592-6810