Our Approach

In recent times, it seems like the speed of change is overwhelming. Most successful business owners & executives have had to work full time to simply keep up with newest innovations in their constantly evolving industries. Unfortunately, this has provided them very minimal time to adapt their corporate retirement plans to take full advantage of the major retirement plan revolutions of the 21st century. By partnering with our retirement plan experts at Aksala Wealth, we make navigating your retirement plan S.I.M.P.L.E. through our unique process: 

  1. Start with Self Evaluation
    • Where is your retirement plan currently? What do you want to achieve?

  2. Independent Benchmark Survey
    • While we love our 401(k) recordkeeper partners, we don’t work for them. We work for you. We  will go out to the retirement plan marketplace to ensure your costs are minimal.

  3. Mitigate Fiduciary Liability
  4. Pro-Active Investment Holding Analysis
    • We utilize independent research data to select & monitor your retirement plan fund lineup. Our investment lineups are designed to both cover all fiduciary requirements while providing your employees a low cost line up of highly rated funds.

  5. Learn to Earn
    • Our uniquely designed, fully customized employee education programs are used to provide  financial literacy to employees. While the core of our programs is in person education sessions, our credentialed financial planners are always available to speak with any participant, regardless of account size.

  6. Evaluate and Set New Goals
    • Did we get to where you wanted to be a year ago? Why or why not? No matter how long we’ve worked together, we are always reviewing where we’ve been while looking forward to where we’re going. Ensuring success for Yesterday, Today, and Tomorrow.

Some Inuit dialects include 50+ different words to distinguish unique types of snow. Similarly, Aksala Wealth is laser focused on seemingly minor details that could have majorly impact your organization’s long term retirement plan. Contact us below to take the 1st step towards a winning retirement plan.