Qualified Plans

Your dedicated retirement plan consultant.

Partnering with Wheeler Associates provides you with personalized consulting from a retirement planspecialist who is committed to designing the plan that meets your objectives and helps your employees achievetheir long-term goals.

Qualified Plans 

Qualified Plans 

When you partner with Wheeler Associates, you will get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employee achieve their long-term goals.

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

  • Personalized 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 knowledge: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you are serving the best interest 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 while saving for their future with a focus on financial wellness as a part of their overall retirement goals.


Retirement Plan Perspectives

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Wealth Management

We solve rather than sell. We will use our knowledge, tools, experience, morals, and values to help build the right type of financial plan for you and your family.

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Employee Benefits

We collaborate with employers to design the best employee benefits package that works within their budget. Our team of specialists make it a priority to ensure employees understand their benefits.

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Individual Insurance

We customize an insurance plan that protects you and your assets. With the ability to shop the insurance market independently, we connect you with the specific product and insurance carrier that will deliver the coverage you are looking for.

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Want to learn more?

Learn more on how we can help you build the financial future that you have always dreamed of.

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