Our services help companies develop, implement and oversee competitive retirement programs for all employees. At the same time, they help fiduciaries develop prudent policies and procedures to effectively manage their retirement savings programs and comply with their legal responsibilities. Services include:

  • Negotiating reductions in plan fees and expenses;
  • Serving in a co-fiduciary role in selecting and continuously monitoring investments;
  • Formalizing and documenting fiduciary roles, responsibilities and processes;
  • Diversifying assets to the specific risk/return profiles of participants;
  • Proactively monitoring and benchmarking service providers;
  • Increasing plan participation through customized education programs; and
  • Offering a written engagement with full disclosure of fees and client services.

As a registered investment advisory firm, our independent co-fiduciary investment consulting process and wide range of continuous plan consulting services distinguish us from other plan consultants, brokers and financial institutions.

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.