New plan search
Answer a few questions about your plan, tell us your objective, and we will narrow the choice
of the hundreds of 401(k) providers for you.  You won't have to meet with sales representatives.
Analysis of your options
Once the choice of plans is narrowed, we will prepare a detailed comparison of your current plan
and alternatives.
Plan selection
Next, we will present the best options to you in a clear and concise manner to help you
select the best plan based solely on your objectives.  
Implementation, advice, education and monitoring
As the advisor on your new plan, you will have a CERTIFIED FINANCIAL PLANNER™ and an
Accredited Investment Fiduciary® dedicated to your plan, administrator and participants.  We'll assist
you with:
FISK FINANCIAL SERVICES
Your defense against high cost 401(k) plans
You don't have
to meet with
sales
representatives
to find the best
plan.
F
Fisk Financial Services is a Registered Investment Advisor in the state of California
  • Plan implementation
  • Employee questions
  • Open-enrollment
  • Employee education
  • Roll-overs
  • Periodic plan review
"The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to
individuals who successfully complete initial and ongoing accreditation requirements."

CFP®, CERTIFIED FINANCIAL PLANNER™ and                      are certification marks
owned by Certified Financial Planner Board of Standards Inc.