RETIREMENT PLAN SERVICES

COMPANY PHILOSOPHY

At the Wentz Financial Group, we open doors to a successful and meaningful retirement plan. As a privately held, independent company with a core focus on retirement, Wentz Financial Group reinvests in employee training and innovative technology to provide on-going enhancements that benefit our retirement plans clients, large and small. We proactively educate employees about the importance of participating in their company retirement plan and the benefits of doing so. Our goal is to reduce the employer’s time spent on managing the retirement plan, educate and answer questions for employees, and work to reduce fiduciary liability on the company as a whole.

OUR RETIREMENT PLANS OBJECTIVE

Wentz Financial Group strives to assist companies in presenting the most beneficial retirement plan for both the company and their employees. Our attention to detail and focus on education allows us to create and maintain retirement plans that truly add value to the employer – employee relationship. Our desire to strengthen investing principles with participants is reflected in our extensive education process. We never lose sight of the trust placed in our firm by your company or your employees.

WHY WE ARE DIFFERENT

As an independent firm, Wentz financial Group is not restrained by any proprietary investments or platforms. This allows us to create a spectrum of investments that are best in class and provide a platform that best fits the needs of the company and its participants as a whole.

Wentz Financial Group has a unique due diligence process that allows us to review each investment in full detail before it is ever implemented ito any of our retirement plans. We travel across the country to meet with investment managers that run each of the proposed investments so we can fully understand their philosophy and procedure. This allows us to match the investment style to you and your participants’ needs.

COMPONENTS OF A SUCCESSFUL RETIREMENT PROGRAM