Company Employee Retirement Plan Advisors - McKinney, Frisco, Prosper, Celina, Allen, Fairview

  • katma 4 Tem 2020
  • (214) 556-3255 - This video introduces you to Harman Rogowski & Associates and the firm's services to help employers review corporate retirement plans (and other retirement vehicles) for executives and employees. We work with you to reduce fiduciary liability, select plan investments, offer employee education and make decisions on plan providers. The result is an optimized program for you and your employees.

    Most plan sponsors don't realize the amount of liability they have. We serve you as a 3(38) fiduciary, accepting the liability from you for plan investments. We help you satisfy your obligations, including IPS, due diligence reports, menu selection and plan design.

    We also assist you with provider selection, Fidelity bonding, and more to make sure your program is efficient and compliant.

    Our service includes quarterly on-site participant education. We cover topics like retirement planning, investing, tax, credit and buying a home.

    Employees also receive complimentary financial plans with an advisor and access to online planning software.

    Our advisors and CPAs make sure your employees get the most out of your retirement plan program, and most importantly that they achieve positive financial outcomes.

    The company is located at:
    Harman Rogowski & Associates
    1402 S. Custer Road S-102
    McKinney, TX 75072
    (214) 556-3255

    The location is convenient to small business owners and self-employed professionals who live or work in McKinney, Frisco, Prosper, Celina, Plano, Allen, Fairview, The Colony, Princeton, Melissa, Anna and nearby Collin County communities.

    Here is more about Harman Rogowski & Associates:

    Born from the merger of a tax and accounting firm and an independent registered investment advisory firm, Harman Rogowski clients get the best of both worlds under one roof. Our vision is simple: we believe people need someone they can trust to look at their entire financial life and provide advice. The antiquated model of receiving investment and tax advice from different parties is broken. During our process you sit with both a CPA and registered financial advisor who work together to optimize your financial life.

    Independent. Fiduciaries. No commissions.

    Always independent and being a fiduciary is in our contract; meaning we only have your best interests in mind when we render advice. We never accept fund kickbacks or trade commissions. We don't sell proprietary products. We measure our success by the financial outcomes of our clients.

    Learn more about our team here:

    Here is more about Harman Rogowski & Associates: