We continue to operate under our core values of family, integrity, new ideas, determination, education, and community. These values act as the compass guiding FinDec as we strive to create financial freedom for all our clients. FinDec works with individuals and business owners across every step of their financial journey. Here’s a closer look at our service offerings.
Acting as your co-fiduciary, we provide both workplace retirement plan and individual comprehensive wealth management services. We take pride in handling all of the details relating to these plans for companies and individuals. Our clients have access to our dynamic, knowledgeable, and responsive advisors.
Insurance provides just that for your family or business — peace of mind knowing that if something happens to you the people you provide for are taken care of. As financial professionals, we see the value in supporting financial health through insurance tailored to meet the needs of our clients. That’s why we offer a broad range of insurance solutions, from simple health insurance to life insurance to long-term care insurance.
We pride ourselves in plan design consulting, our technical expertise and exceptional service. We are both TPAs and Recordkeepers. As third party administrators, we handle all regulatory and compliance requirements for employer-sponsored workplace retirement plans. As recordkeepers, we keep your plan accounts in order for your participants. We are your employees’ retirement plan resource.
We understand what it takes to be a successful advisor. Looking for back office support, a compliance department, and a 24-hour client call center (just to name a few)? Let us bring you peace of mind so you can focus on what you want to do — advise your clients. If you’re an advisor and miss doing what you love more than 20% of your time, we hope you will reach out. We enjoy operations, offload it on us.