As a business owner, executive, or non-profit director, you understand a well-designed retirement plan is one of the most important ways to attract, reward and retain employees. But chances are, you don't consider managing that retirement plan to be one of your primary priorities.
That's why First Southern Wealth Management offers a wide range of convenient, comprehensive retirement plan solutions designed to meet your needs. Our clients range from small to mid-sized corporations, multi-generationally owned family businesses, and non-profits.
These are some the questions we get asked most frequently:
We've got the answers to these and many other questions that may be on your mind.
Our goal is to simplify the process, ensure value for plan costs, minimize fiduciary exposure and maximize the participant experience. We provide services in an independent, transparent, honest, format that is service provider and investment agnostic. We work for our clients, not the service providers.
First Southern Wealth Management can assist in all phases of Employer Sponsored Retirement Plans, from initial plan design to a fiduciary assessment of your current plan. We help build and maintain a flexible, cost-effective solution to meet your needs and those of your employees.