Global Financial Private Capital Expands Retirement Planning Services Platform
Integration with Aspire Financial Services and DWC ERISA Consultants Will Help Smaller Plans Compete with Industry Leaders
SARASOTA, Fla., Sept. 11, 2014 /PRNewswire/ -- Global Financial Private Capital ("Global Financial"), an independently owned SEC Registered Investment Advisor (RIA) with over $4 billion in assets under management, announced today it has integrated its retirement planning services platform with those of leading retirement service providers Aspire Financial Services and DWC ERISA Consultants.
This comprehensive platform has been designed to streamline Global Financial's retirement plan solutions, which include 401(k), 403(b), 457, and IRA plans. These services, which are customized for each customer without binding proprietary requirements, seek to drive positive outcomes at the participant level, provide fiduciary protection for plan sponsors, and enhance the client's benefit plan to attract and retain high-quality talent.
The new system combines Aspire's technology platform and plan processing services with DWC's plan design and compliance services, creating a conflict-free open-architecture management system that offers flexibility and transparency at a competitive cost structure with all fees disclosed.
"This expansion allows us to simplify the retirement management process while providing institutional-quality services for smaller and mid-size plans, which are currently underserviced by the industry," said Geoffrey A. Frazier, President of Global Financial. "Our proven track record implementing and managing retirement plans affords us the opportunity to deliver what the retirement planning community demands today: end-to-end solutions with fiduciary oversight, plan administration and compliance support, and technology-enabled plan processing and recordkeeping for all plan types."
Global Financial's retirement planning offerings service customers throughout the financial wellness lifecycle. As a 3(38) investment manager, Global Financial accepts fiduciary responsibility to manage the plan's investment menu, reducing the liability of the plan sponsor.
About Global Financial Private Capital, LLC
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. As an independent organization, it has the freedom to offer unbiased advice without the potential for conflicts of interest often present within larger broker dealers. Global Financial comprises a number of special areas of expertise, all of which work together to provide comprehensive wealth management solutions. Visit www.gf-pc.com for more information.
MEDIA CONTACT:
Sam Kerbel
Dukas Public Relations
[email protected]
212-704-7385
SOURCE Global Financial Private Capital, LLC
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