Broker Check

Business Financial Planning

Planning for retirements extends beyond considerations taken by the employee. Strong financial planning for businesses must also consider how the employer manages to help their employees prepare for retirement. Having a small business financial advisor who is familiar with financial planning in any state, including our home base in Florida, and can help guide you to the best options is essential.

Total Resource Financial can help you with financial planning for your business by taking these factors into account and delivering reliable solutions. We will help you figure out which retirement plans best serve you and your employees’ needs over the long term while minimizing the risk and maximizing the return for all parties involved. 

We have helped clients reach their financial goals in the following counties and beyond: 

  • Hillsborough County
  • Pasco County
  • Pinellas County
  • Polk County
  • Manatee County
  • Sarasota County
  • And many more!

Business Solutions

To develop your business’ financial plan, you need to know the factors and risks involved in each retirement plan option for your employees. Guidance from professionals that have experience navigating the system can go a long way to create the optimal business solution for your specific situation.

We help you by determining the factors that will directly affect your financial plan's success. We will help formulate the strategy you need to maximize the returns and benefits of all involved parties.

Total Resource Financial helps maximize Retirement Plan performance and minimize fiduciary risk for corporate executives/owners, as well as finance and human resource professionals. As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants.

With a Total Resource Financial Advisor at your side, your small business can navigate these waters smoothly and with confidence to create a retirement plan that helps you manage liability and loss while promoting positive participant outcomes. Successful Financial Business Planning requires more than just a traditional suite of advisory services. We consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success.

Our retirement plan consulting/advisory services include:

  • Service Provider Search & Selection
  • Employee Education/Communication Strategy & Meetings
  • Develop Programs to Retain and Reward Key Executives
  • Investment Selection, Monitoring & Advice
  • Service Provider Benchmarking, Review and Fee Analysis & Reporting
  • Fiduciary Risk Management/Trustee Guidance
  • Retirement Plan Design Review

The constant evolution of our industry requires ongoing analysis and the ability to make changes quickly. We will proactively approach each aspect of the plan every year as well as when specific needs arise.

Our clients throughout the country, including our home state of Florida, have benefitted from our attention to detail, knowledge of the system, and our meticulous approach to business financial planning. Some of the counties that we service include, but are not limited to:

  • Hillsborough County
  • Pasco County
  • Pinellas County
  • Polk County
  • Manatee County
  • Sarasota County
  • And Many More!

We offer additional services for our clients, including:

This summary does not fully describe in detail all the services we offer. We encourage you to contact us at 813-696-3799 or email info@totalresourcefinancial.com to give us an opportunity to serve you.