Our Roles

• Monitor, evaluate, and report on plan performance, fees, investments, and recordkeeping options.
• Help mitigate risk by creating a clear understanding of fiduciary obligations.
• Conduct quarterly, semi-annual, and annual reviews, as appropriate.
• Review, design, and implement Investment Policy Statements.
• Assess overall investment program health.
• Provide new investment options and product offerings that may benefit your plan participants.
• Offer plan-design consulting, vendor searches, and services for transitioning to new recordkeepers.

• Name ourselves as fiduciaries to the participant.
• Give participants customizable advice on investments and retirement.
• Take into account participants’ unique needs, risks, and goals.
• Deliver interactive enrollment and participant education for group settings or one-on-one meetings.
• Promote investment diversification.

Corporations across the nation trust us as their Independent Financial Advisor. Contact Risen Son Financial at (813) 512-2746 for attentive service and information pertaining to your investments.