Retirement Planners

Locating qualified retirement planners is not easy, considering how difficult it is to compare one company to another in this industry. However, at Wellington Financial Group, Inc., we make it easy to choose us for your employee 401k plan. Being web-based, we are able to keep our overhead low and pass those savings on to you.

The Easy Choice in Retirement Planners

Your 401k plan offers complete support for your employees. They can access, on demand, assistance from a team of certified financial planners (CFPs). We offer complete employee counseling and enrollment services, as well as live representatives to complement our 24 hour account access via the web.

Unlike other plans, with Wellington Financial Group, Inc., your participants have access to over 2,100 high-quality, no-load and no-transaction charge mutual funds as well as the ability to include stocks, bonds, and CDs as additional investment options. Imagine, trading stocks and bonds in a retirement account! (The employer may limit investment choices if desired.)

Charles Schwab & Company, Inc. acts as the plan custodian for plan assets. This means that each participant maintains their own account at Schwab. What's more, they can access their accounts anytime online through Schwab's web site at www.schwab.com.

With us as your retirement planners, all of the investment funds that are available through Schwab are available to each of your plan participants. They can also research their options online.

Our low-cost fee structure comes with strict cost controls so you can be sure that as your company grows, you will be able to afford to offer your employees the best in retirement plans.

Your plan also comes with a guarantee that ensures complete customer satisfaction. If you have any questions about using Wellington Financial Group, Inc. as your retirement planners, we urge you to contact us to discuss your needs.