At Silver Anchor Financial, we partner with companies to deliver customized Qualified Retirement Solutions that effectively balance the mitigation and management of fiduciary responsibilities with a benefit that will attract and retain top talent and foster a culture of financial well-being.

John’s expertise in Qualified Retirement Plans, including 401(k), Profit Sharing, and Cash Balance Plans, sets Silver Anchor Financial apart. His approach is unique because he serves as the point of contact for each client relationship from prospect to plan manager. John assists Plan Sponsors through the setup and implementation process and continues to service the plan on an ongoing basis. He manages Plan Sponsor expectations and provides education and guidance to every eligible participant.

Several features distinguish John’s retirement plans and align the interests of all parties:

• Open architecture recordkeeping and custodian platforms ensure flexibility and transparency.
• ERISA 3(21) and 3(38) fiduciary services share and manage the fiduciary responsibilities of the plans.
• Fee-based retirement plan offerings focus on solutions rather than commission-based products, ensuring that clients receive unbiased advice and the best possible outcomes.