As an independent retirement plan consulting firm, we help fiduciaries seek protection from the personal and corporate liability related to the retirement plan, while seeking to enhance potential investment opportunities and ultimately helping participants work toward financial security.
We are proud to be selected as Advisor Team of the Year for 5 years in a row by Plan Sponsor Magazine.
ClearPoint Financial is an independent retirement plan consulting and wealth management firm. We help fiduciaries address the personal and corporate liability related to the retirement plan, while seeking to enhance potential investment opportunities and ultimately helping participants work toward financial security.
In helping plan sponsors deliver high quality retirement programs, we contain costs, address regulatory requirements and promote an independent prudent process. Our value proposition includes investment due diligence, plan design services, vendor benchmarking and employee communications.
