Retirement Plan Services

We have a team of experts that specialize in the design, administration, and implementation of retirement plans. We are committed to suiting all of our clients’ needs and being the best in our field. 

Service that is Active and Responsive. EBNER Financial Group strives to educate your employees on all of the options within each plan while listening to their individual needs. We inform participants in individual meetings on the importance of retirement investing, stressing the principles of diversification as a guide to making prudent investment selections.

Employee Education. We believe employee education is the difference between a good retirement plan and a great retirement plan.  We educate participants in group meetings on the fundamentals of retirement investing, general financial principals, and emphasize the principles of diversification as a guide to making prudent investment selections. One-on-one advice sessions are also provided for more personalized assistance.

A Personal Relationship. We build lasting relationships with our clients and are committed to understanding their exact needs. We provide both hardcopy and web-based materials in order to communicate ideas as clearly as possible. Any question or request is responded to immediately by our team, not a call center.

Superior Investment Advice. Our advisors maintain ongoing monitoring of no-load and no-transaction fee mutual funds. Using objective criteria, we screen these funds to a short list of  recommended selections, grouped by asset class. We also construct a range of model portfolios, appropriate for investors with different needs, goals and tolerance for risk.

Full Disclosure in All Aspects of Relationship. We encourage you to ask us about our fee structure and all expenses involved with our plans. We do not believe in unnecessary costs that cut into the hard-earned savings of our clients.

Independence and Unbiased Advice. As an independent consultant, you can count on Ebner Financial Group for objective advice on how to structure a retirement plan that best meets your needs, goals and cost parameters. Our consultative process helps you select from a broad universe of investment alternatives, plan designs and administrative solutions. We disclose all fees and commissions involved, so you can make informed decisions based on the costs and benefits.