GLJ Financial is an independent pension services firm with extensive experience as a consultant to fiduciaries for company savings plans.
GLJ Financial provides: independent plan sponsor investment advice, services for defined contributions, profit-sharing, defined benefits, advanced plan design assistance, service provider negotiation support, plan benchmarking, assistance with compliance review of existing plan, and fixed fees for all services.*
- Fixed fees for all services
- Independent plan sponsor advice
- Assistance with compliance review of existing plan
*Securities and advisory services offered through LPL Financial and a registered investment advisor. Member FINRA/SIPC. LPL Financial is a separate entity from GLJ Financial.