Financial Solutions for Businesses of All Types and Sizes
Many moving pieces make up an employer-sponsored retirement plan, which is why many companies find that it is in their best interest to partner with a retirement professional who can provide assistance with a variety of plan- and participant-related activities, including administration, education, and general consultative services.
The experienced financial professionals at AssuredPartners Investment Advisors are dedicated to providing plan sponsors with the tools, training, and dedicated support needed to minimize fiduciary risk, enhance investment opportunities for employees, and provide ongoing due diligence to support a “best practice” retirement plan.
Our team can also help you retain your key employees with certain non-qualified plans and insurance such as:
- 162 Bonus Plans
- SERPS
- Deferred Compensation
- Key Person Insurance
- Buy Sell Insurance
Blog
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of...