Retirement Plan Services
Retirement planning services play a vital role in any advisor’s business model. And now, with more clients entering the retirement phase of their lives, it’s important that you have access to a well-rounded retirement planning program. SSG offers access to a very comprehensive retirement services platform, ranging from Traditional IRAs to 403(b) plans:
- Traditional
- Roth
- Rollover
- SEP
- SIMPLE
- Individual K
- 403(b)
- Coverdell
Our experienced retirement plan specialists are available to assist you with all your retirement planning needs. Give us a call whenever you need help.
RIA Who Transitioned from a Broker/Dealer
The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.