As your outsourced Chief Retirement Officer, we design and implement a procedural framework to mitigate fiduciary risk associated with your retirement program. We provide innovative, unbiased fiduciary investment advice and ensure participants have access to quality financial guidance. Although the guarantee of pension programs is all but gone, LoVasco’s defined contribution programs are designed, by default, to set employees on a path to be financially ready for retirement.
We work to ensure all employees have access to quality, unbiased guidance by providing strategic oversight of financial wellness initiatives and customized employee education and communications.
We lead plan fiduciaries through a prudent decision-making process and provide a procedural framework to mitigate fiduciary risk.
We design integrated workplace savings solutions that meet a broad array of needs in your organization. From defined contribution arrangements that feel “pension like” without the pension risk, to sophisticated deferred compensation arrangements designed to attract, retain, and reward top talent.
Our independent, unbiased approach to fiduciary investment consulting leads to innovative strategies that have the ability to improve retirement outcomes.
As your outsourced Chief Retirement Officer, we quarterback strategic projects relating to vendor changes, management and benchmarking.
LoVasco Consulting Group and their agents are presently licensed to sell traditional life insurance in Michigan as a resident producer and numerous other states as a nonresident producer.
This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
LoVasco Consulting Group is owned and operated independently from M Holdings Securities, Inc. LoVasco Consulting Group is a member of M Financial Group. Please click here for further details regarding this relationship.