About Francis Investment Counsel
Selecting a retirement plan advisor is an incredibly important and impactful decision for your plan, its fiduciaries and all your plan’s participants. Yet with so many factors to evaluate and claims to consider, it can be difficult to decipher meaningful differences between competing advisors.
Francis Investment Counsel makes the difference clear. We connect the people we serve – plan sponsors and plan participants – directly to the expert advice they need. This clarity extends into our business model, making our firm vitally different in impactful ways.
First, Francis Investment Counsel upholds and embodies the legal definition of an ERISA fiduciary. As our client, your priorities are the only priorities we have.
Second, we strategically focus our practice on advising retirement plan sponsors and participants exclusively. Our team of retirement plan experts have decades of experience, providing plan sponsors and their participants a depth of knowledge, insight and expertise unmatched in the industry.
Finally, we bring our purpose to life through our actions. We are smart investors and advisors, but we are also fun, down-to-earth, empathetic professionals. We work collaboratively, valuing partnership and the culture of your organization. We understand that the way we treat our plan sponsors has the power to impact the lives of countless plan participants, and we care about the success of your business and of your employees because – above all else – we value your trust.
Companies hire us to design and operate the best retirement plans possible and to help plan participants better manage their family finances. We are unapologetically straightforward – no conflicts, clearly fixed fees, and a sole focus on connecting the people we serve directly to the expert advice they need.
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11-50 employees
View all Francis Investment Counsel employees
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Financial Services
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19435 W. Capitol Drive, Brookfield, Wisconsin 53045, US
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1988
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403(B), Asset Management, Investment Consulting, 401(K), Employee Education, Erisa Compliance, Fiduciary Best Practices, Qualified Retirement Plan
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Frequently Asked Questions about Francis Investment Counsel
The decision makers in Francis Investment Counsel are Clifford Dunteman, Kevin Roloff, Clifford Dunteman, etc. Click to Find Francis Investment Counsel decision makers emails.
Francis Investment Counsel specializes in a variety of retirement plans, including 403(b) plans, 401(k) plans, and other qualified retirement plans. Our expertise allows us to provide tailored solutions that meet the specific needs of different organizations and their employees.
We prioritize ERISA compliance by staying up-to-date with the latest regulations and best practices. Our team conducts thorough audits and assessments of your retirement plan to ensure that it meets all legal requirements. We also provide ongoing education and resources to help plan fiduciaries understand their responsibilities under ERISA.
We offer comprehensive employee education services designed to empower plan participants with the knowledge they need to make informed decisions about their retirement savings. This includes workshops, one-on-one consultations, and educational materials that cover topics such as investment options, retirement planning strategies, and understanding plan benefits.
Fiduciary best practices are crucial in retirement plan management as they ensure that plan fiduciaries act in the best interests of plan participants. At Francis Investment Counsel, we help organizations implement these best practices by providing guidance on investment selection, fee transparency, and risk management, thereby enhancing the overall effectiveness of the retirement plan.
Yes, we provide investment consulting services tailored to your organization's specific goals and objectives. Our team conducts thorough analyses of investment options, develops customized investment strategies, and monitors performance to ensure that your retirement plan remains aligned with your organization's financial objectives.
Francis Investment Counsel serves a diverse range of industries, including education, healthcare, non-profit organizations, and corporate sectors. Our experience across various industries allows us to understand the unique challenges and opportunities each sector faces, enabling us to provide effective retirement plan solutions tailored to their specific needs.
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