Employer Plans

Welcome to Advanced Financial Solutions, your trusted partner in designing and managing comprehensive retirement plans for businesses of all sizes. We are dedicated to helping your company navigate the complex world of retirement planning to secure a prosperous future for your employees.

 About Us

At Advanced Financial Solutions, we understand that retirement planning is not a one-size-fits-all endeavor. We understand that every business has unique needs and it is our mission is to tailor retirement plans that align with your company's goals, values, and budget.

 Our Services:

Customized Solutions: We create retirement plans tailored to your company's specific requirements, whether you're a small startup or a large corporation.

Financial Expertise: Our team of financial professionals brings a wealth of knowledge to the table, ensuring your retirement plans are designed for success.

Employee Engagement: We believe informed employees make better retirement decisions. We offer educational resources to empower your workforce.

Our Process:

Plan Design: Our experts will work closely with your company to design a retirement plan that meets your objectives. Whether it's a defined contribution plan - 401(k), SEP, etc.  or defined benefit plan, we'll develop a strategy that attracts and retains top talent.

 A three-step approach to every plan we manage:

1.      Plan review and analysis including plan design, compliance, plan metrics, employee education, investment analytics, fee analysis and benchmarking.

2.      Onboarding and implementation which require fiduciary governance including setting up a committee charter. Creating an IPS (Investment Policy Statement) and a customized education calendar.

3.      Ongoing fiduciary plan monitoring and support.

 Why Choose Us?

Experience: With decades of experience in the retirement planning industry, we have a deep understanding of our clients’ goals and objectives.

Customization: We don't offer cookie-cutter solutions. We tailor plans to your unique needs.

Transparency: We are committed to transparent communication, ensuring you always know the status of your retirement plan.

Compliance: Staying compliant with ever-evolving regulations is challenging. We take this burden off your shoulders.

Employee Satisfaction: Happy employees are productive employees. A well-structured retirement plan can significantly boost employee morale.

Contact Us

Ready to take the first step toward securing a brighter future for your employees and your company? Contact us today to schedule a consultation. Let's work together to design the perfect retirement plan for your organization.

Advanced Financial Solutions

122 Civic Center Drive, Suite 103

Vista, CA 92084

Phone: 760-639-0160