Concord, Mass. (PRWEB) August 17, 2009
Building on its success offering comprehensive financial planning advice to individuals, Journey Financial Planners, a fee-only, independent Registered Investment Advisory (RIA) firm serving Boston, Concord, Burlington, Waltham and MetroWest Massachusetts, today announced it is now also serving private businesses that need expert, objective solutions for their retirement plans. And to help plan sponsors and participants make better retirement and investment decisions, the company also announced a new financial planning blog (http://blog.journeyfinancialplanners.com) and a completely redesigned Web site containing extensive, useful resources (http://www.journeyfinancialplanners.com).
Today more than ever, businesses--especially professional services firms--need expert, objective solutions for, and management of, their company retirement plans. Journey Financial Planners is independent and fee-only: no commissions, no divided loyalties. Its plan development process is thorough, reliable and works with third party administrators and record keepers, identifying those that are Center for Fiduciary Excellence Standards (CEFEX) certified to adhere to fiduciary best practices.
Raising the Bar for Plan Sponsors
Journey and its partners are leading the way in delivering financial services in the best interest of the investor, with risk-adjusted portfolios of 'pure asset class' index funds, with low internal expenses and without conflicts of interest, commissions and revenue sharing arrangements. Determining optimal plan recommendations includes evaluating Defined Contribution Plans such as 401(k) plans, Defined Benefit Plans and Collective Investment Funds. All Journey partners meet rigorous selection criteria including rational and efficient investment options, fee transparency, no commissions, competitive pricing, and excellent customer service and industry leadership.
"Our clients chose us because they want to make better decisions and be more in control of their retirement plan and their futures," said Peggy McGillin, Principal at Journey Financial Planners. "Today, businesses not only want their retirement plans to be successful; they must also have complete confidence in how well their plan is designed to meet their, and participant, needs. Because we explain how to objectively evaluate investment choices as well as retirement service providers, our clients are informed and at less risk of failing to meet their fiduciary obligations. We listen carefully and customize our plans for each client and design in flexibility so plans can respond to dynamic business conditions. And when combined with Journey's ability to educate and help employees make informed retirement plan decisions, our clients' businesses enjoy a competitive advantage by offering an in-demand, affordable human resource benefit."
About Journey Financial Planners:
Journey Financial Planners is a fee-only, independent Registered Investment Advisory (RIA) and financial planning firm. The firm delivers comprehensive, objective financial planning and investment management for businesses and individuals. Peggy McGillin, MBA and Principal of the firm adheres to the Certified Financial Planning (CFP) Board's and the Financial Planning Association's ethical standards. To learn more, visit http://www.JourneyFinancialPlanners.com.
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