Small Business and Corporate

At Ellenbecker Investment Group, we make it our business to plan for you, your employees and your legacy. We can provide guidance on retirement benefits, estate planning, insurance needs, cash flow, long-term care, company retiree paperwork and much more.

Although retirement plans often remain unchanged for significant amounts of time, you need to stay competitive by offering optimum benefits, quality investments and compliant management. An employer has fiduciary responsibility to ensure their plan investments are diversified and high quality.  That’s where Ellenbecker Investment Group’s experience comes into play. We know retirement plans play an integral role in a compensation package that is attractive to your employees yet cost-effective for your business.  We can review your current plan, provide additional due diligence and deliver customized solutions.

First and foremost, we can design a personalized plan that truly provides value to your employer-sponsored retirement plan, including design, record keeping and compliance, investment policy statements, employee education and online tools. Second, we have the ability to offer a “second opinion,” or full financial review, based on what you currently have in place. We will give you and your employees our recommendations from there.

Other one-on-one consultations may include comprehensive financial planning meetings to review employees’ personal finances and answer their individual questions about insurance, cash flow, estate planning and retirement.  We can host customized workshops that facilitate a greater employee understanding and appreciation of company benefits. These employee-focused services afford you the unique opportunity to show due diligence and provide objective advice to your staff. All you have to do is call us in to streamline it for you so you can stay focused on running your business.