Our Service Model

Broker Check

Why Clients Prefer Western Wealth Benefits

Western Wealth Benefits is a specialized team focused on helping plan sponsors and administrators address their retirement plan needs – guiding them toward prudent and tailored financial solutions for their business and employees.

Our commitment to our clients is defined by 3 core principles:

Reliable Partner

We are a team of professionals dedicated solely to retirement plan consulting, with access to an exclusive, well-resourced network at LPL Financial.

Knowledgable in all facets of retirement plans, our team excels in developing solutions tailored to each of our clients.

As objective and credentialed professionals, we become an extension of the plan sponsor, seeking to align plan sponsor and plan participant interests.

Disciplined Process

We listen to our clients, seeking to understand their needs and culture, and thoroughly review plan documents – then we help craft comprehensive retirement plan solutions.

We will help address all aspects of the retirement plan, including investments, plan operation, pan administration, compliance and employee education.

Proactive Service

Committed to providing guidance and promoting the establishment of sound retirement plans, we share our knowledge of current retirement policies and government regulations with plan sponsors.

Our high-touch service model includes plan support, employee education, investment advice, fiduciary risk management and vendor benchmarking.

We offer quality education and advice to help support retirement decision-making for plan participants and manage the service needs of plan sponsors.