Retirement plan services

Helping to Plan your Future


Is your current retirement plan expensive and costly?

Have you avoided getting a retirement plan because of the financial and time investment?

 

New England Wealth Advisors provides no hassle, low cost retirement plan products and services to nonprofit organizations throughout Northern New England.

New England Wealth Advisors is the exclusive endorsed provider of retirement plans for members of the Center.

Retirement Plan Services include:

Retirement Plan Design Consultations
Which Retirement Plan is appropriate - 403b, SEP, Simple, 401k?

Fiduciary Reviews
Are you meeting your oversight obligations?

Plan Installation Services
Enrollment, education, follow up, re-enrollments.

Periodic Reviews
Is the plan still meeting your organization's needs?

Education Services
Seminars on various Investment & Retirement Planning topics.

Other Services

    College Saving Programs
    Roth 403b
    Executive Benefit Options (457 / Top Hat)
    Investment Services for Endowments

Securities offered through Securities America, Inc. Member NASD/SIPC
Donald M. Roy, Registered Representative - Thomas Van Loon, Registered Representative
Advisory Services offered through Securities America Advisors, Inc.
Donald M. Roy, Investment Advisor Representative - Thomas Van Loon, Investment Advisor Representative

New England Wealth Advisors and the Securities America companies are not affiliated.

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