Navigating the many challenges and benefits associated with retirement plans should not be something that keeps plan sponsors up at night. We manage retirement plans for some of the countries most successful companies, municipalities, and nonprofits.

We believe that plan advisors want the best for their employees, but often times simply sign-up with a large brokerage firm based on flashy brochures, presentations, and convenience. Unfortunately, many of the hardworking participants in the retirement plan wind up not prepared for retirement having received little to no financial guidance. A retirement plan should mean more to executives than just a checked box of things to do. How a retiree spends 30+ years in retirement has a lot to do with the plan administrator’s commitment to selecting the right financial advisor for the plan.

We have found that most plans stop once selecting one of the large retirement providers to administer their company retirement plan. In reviewing plans throughout the country, a common theme is that less than 1% of plans are partnered with financial advisors who are committed to the retirement readiness of company employees enterprise-wide. When asking plan administrators what percentage of their staff have worked with the plan’s advisor to create a comprehensive financial plan, many have no idea or admit that the number is embarrassingly low.

We believe that every participant should have the option of sitting down with an advisor to create a plan for how they expect to enjoy their retirement years. Retirement readiness involves more than just selecting a few mutual funds in your plan and reviewing the performance every so often. Those who live the lives that they want during retirement respect, appreciate and deserve an advisory team committed to their financial success.

We go above and beyond to make ourselves available to your entire staff to create detailed plans. Because life does not only happen between 9 AM to 5 PM, we maintain flexible hours to accommodate meetings outside of normal workdays.

We can provide you with a one-page authorization to add Gunn Wealth Management to your financial advisory committee after meeting to learn more about your organization and needs.