Poinciana Group
Managing Retirement Plans
Poinciana has robust retirement plan services, scalable to address the needs of a wide range of qualified retirement plans. Our approach provides you with a well-documented selection process, and a well-executed program that lowers your costs, lowers your fiduciary risk, gives you confidence and is designed to increase employee participation. Click here to read a short white paper describing our retirement plan services.
Poinciana’s Client Experience
- Explore. Relationship-building forms the base. Who are you and what are your goals?
- Plan. Your wealth strategy comes next. How can you realistically achieve your goals?
- Build. Your unique investment portfolio is devised according to plan. What tools are needed?
- Control. We select investments to optimize factors you can expect to control (such as asset allocation and costs) and minimize those you can’t (such as stock selection or market timing).
- Manage. We continue to monitor you and your portfolio, providing reports and advice to help you remain on course — or make prudent adjustments when appropriate.