Broker Check

FULL SPECTRUM WEALTH RETIREMENT PLANS DIVISION

Our group of dedicated advisors provide retirement plan consulting and investment related education for plan sponsors of company retirement plans.

David McKenzie, Esq. leads the Retirement Plan Division at Full Spectrum Wealth. David is responsible for overseeing FSW’s customized retirement plan administrative and open architecture investment strategiesfor plan sponsors.

    Reasons clients choose us:

    • Manage anxiety over fiduciary liability issues
    • Specialized knowledge and years of experience consulting on retirement plans
    • Trusted advisors who offer sound approach to problems
    • Open architecture investment platform
    • Expectations met through constant communication
    • Easy to understand and fully disclosed fee structure

      Advisor services:

      • Non-Proprietary Bidding of Plan
      • Turnkey Retirement Consultants
      • Plan Strategy and Design Assistance
      • Investment Committee Reviews
      • Education/Communication Meetings
      • Investment Policy Statement Reviews
      • Plan Benchmarking
      • Participation Analysis

      Please click here to request more information about our capabilities or to benchmark fees for your plan.