Phone:  (941) 637-9911 - Florida

                 (989) 366-9911 - Michigan

E-mail:  information@vipfinancialadvisors.com

Latest News

Ribbon Cutting Ceremony at the Florida Office

 

VIP Financial Advisors held their Ribbon Cutting Ceremony at the Florida Office on Thursday, December 8, 2011. 

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Investment Selections

We are able to work with plan sponsors of all different types. Oftentimes, the plan they currently have in place is satisfactory, and may just need a few minor adjustments. In some cases, we may choose to introduce alternative investment solutions for a plan sponsor to implement. The end goal is simple: make sure you are in compliance with all required regulatory procedures AND provide a workable and beneficial solution set for your participants.

In our eyes, an important element of any 401(k) plan is to provide a solution set for your participants that fits the following criteria:
  • Easy to understand (we understand that participant investment knowledge base can vary greatly)
  • Encourages participant participation
  • Cost effective
Most participants are not investment experts. We strive to reduce the uneasiness that a participant may feel when it comes to thinking about their 401(k).