For Employers and Businesses

Your Dedicated Retirement Plan Consultant

When you partner with Cummings Wealth Management Group, you’ll get personalized consulting from Bobby Cummings, who has over 30 years of experience helping business owners design retirement plans and help attract and retain key employees.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

  • Expert guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  • Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
  • Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  • Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.

Learn more about our Retirement Consulting Services Team.

Our Starter Kit

Through Bobby’s experience working with clients since 1990, he has developed a unique financial planning process called The Beacon Experience.

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Retirement Plan Perspectives