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Can the right
advisor help manage your
responsibility and risk?

Do you know what to
look for in a plan advisor?

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Does your process manage risk
and conflicts of interest?

Does your plan oversight process provide documented value to your employees while potentially protecting your company?

A Plan Advisor who commits to act in the best interest of participants can create a defendable plan in the face of increasing scrutiny. A Plan Sponsor has the responsibility to ask the right questions when reviewing its’ providers and their processes.

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KY, TN

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC.  Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor.  Prudent Process and IFP are separate entities from LPL Financial.