Financial Services

 

For Individuals:

{ Investment Advisor Financial Planner and Financial Planning }
Financial Advisor Wealth Manager
Wealth Advisor Retirement Plan Advisor

 

The fact is all of these names are synonymous with Fergerson Financial. The goal is to provide you, your family, your foundation or trust with financial advisory services and help you manage your wealth.

How do we do it?

»

We meet and discuss your goals. Understanding your objectives helps us develop a plan that outlines how we are going to achieve your goals.

»

Fergerson Financial develops a financial portfolio model. It may be comprised of mutual funds, stocks, bonds, or other investments tailored specifically to your goals.

»

We meet again and review and approve the portfolio model. We ensure you understand every aspect of your portfolio!

»

Fergerson Financial constantly reviews your portfolio and provides you quarterly reports accordingly. If rebalancing your portfolio is required, we meet again.


For Companies:

If your company has a retirement plan or is considering adding a Company retirement plan, Fergerson Financial can help you!

Fergerson Financial provides comprehensive services that will help your company meet its fiduciary obligations as a plan sponsor WHILE helping your company achieve its retirement plan’s goals and objectives.

As your company’s Investment Professional, Fergerson Financial will implement all necessary steps to help you maintain compliance.

How do we do it?

»

Provide an Investment Policy Statement or review the existing Investment Policy Statement to ensure all required elements are being met.

»

Conduct quarterly or semi-annual group educational meetings to increase participant comprehension of the plan and improve participation.

»

Proactively meet with plan sponsor to address any investment, compliance, recordkeeping, employee communication or other retirement plan concerns.

»

Conduct one-on-one meetings with terminating employees to discuss distribution options.

»

Conduct enrollment meetings based on your plan’s open enrollment schedule (monthly, quarterly, semi-annual, or annual).

»

Conduct quarterly or semi-annual fiduciary meetings with plan sponsor to review plan to determine compliance with Investment Policy, provide comprehensive investment analysis, and review any necessary Plan Reports.

»

Conduct one-on-one sessions with employees.

»

Evaluate vendors on an ‘as needed basis.