Retirement Plan Consulting


Investment Solutions Group: A powerful extension of your retirement plan committee

Investment Solutions Group is an independent and full service institutional retirement and investment consulting firm. By taking time to understand your company’s goals and objectives, we deliver customized and unbiased strategies that assist you in producing strong investment platforms that help to fulfill your fiduciary responsibilities and prepare your employees for retirement.


At Investment Solutions Group we deliver specialized and objective advice to develop, design and implement retirement programs for employees and executives. By striving to provide unparalleled service and advice, we ease your administrative burden and ensure that your retirement plan is compliant, reasonably priced and supports your organization and employees. Learn more…

Investment Advisory

As a fiduciary, Investment Solutions Group acts as an independent advisor to recommend and monitor investments that help maximize returns while minimizing risks. Our co-fiduciary services help potentially mitigate the burden placed on current plan fiduciaries by measuring your plan’s risk and cost benchmarks. Our prudent process begins with a review or development of your Investment Policy Statement. Learn more…

Employee Communications

We customize employee education and communication programs based on your unique needs. Our one-on–one sessions help your employees make informed decisions and potentially better prepared for retirement. We can also integrate our stand-alone employee financial education with your existing vendor. Learn more…

Vendor Management

By leveraging our industry knowledge and robust data, we benchmark your plan against national norms and make comprehensive recommendations for possible improvements based on investments, costs and compliance. We also analyze vendor proposals, negotiate pricing, provide recommendations and help implement your plan. Learn more…

Wide Array of Strategies

As part of the LPL Financial network, , the Financial Advisors of Investment Solutions Group have access to a wide array of competitive national retirement strategies, services and technical support. Our clients benefit from:

  • Personal, client-focused attention and understanding from a local, specialized firm.
  • Objective, conflict-free advice and investment and retirement plan recommendations.
  • Access to financial and intellectual capital, regulatory and compliance support and technology solutions.