your company meet its retirement plan objectives while
successfully navigating your fiduciary responsibilities. As
specialists in smaller plan market, we focus our attention on your
company and your needs. We are not seeking the large retirement
plans that would detract from our service commitment to you and
your firm.
While many firms claim to offer comprehensive retirement plan
services, not all are specialists in small to midsize companies.
American Harbour Retirement Plan Services is committed to the
small and midsize plan defined contribution market as well as local
(Orange, Osceola and Seminole County) municipality plans (403b,
457 etc.) regardless of size.
Even though very large brokerage firms have the resources to
handle all types of retirement plans, small retirement plans often
get lost in the shuffle or handed off to an inexperienced
representative. The other disadvantage to working with a huge
brokerage firm is that your plan investment options may be limited
to the firms proprietary products. Working with an independent
firm eliminates this potential conflict of interest and opens
opportunities for implementing a fantastic retirement plan for you
and your employees.
The information presented on this web-site is for educational and
informational purposes only. This information does not consider
your particular investment objectives or financial situation and
does not make personalized recommendations or offer to sell or
buy any security. This material is not intended to replace the
advice of a qualified investment, legal or tax professional.
Individuals should contact the appropriate professionals to help
answer questions about their specific situations or needs prior to
taking any action based on this information. We believe the
information provided is reliable, but do not guarantee its accuracy,
timeliness, or completeness. Neither NEXT Financial Group, Inc.
nor its registered representatives provide tax or legal advice.
