Allisyn Lambert
Retirement Plan Consultant & Financial Advisor
- Role
- Manager, Retirement Plan Consultant & Financial Advisor at Trg Investment Advisors, Llc
- Location
- Brattleboro, VT, US
- LinkedIn followers
- 500 followers
About Allisyn Lambert
As fiduciaries our sole responsibility is to act in our client’s best interest. Our two…
Experience
Manager, Retirement Plan Consultant & Financial Advisor
Aug 2021 — Present
As a Retirement Plan Consultant, I work with employers as a co-fiduciary to provide robust retirement plan benefits, helping their workforce prepare for retirement while protecting the needs of the employer and their budget. I help clients satisfy their fiduciary responsibilities by analyzing their overall plan design, investment offerings, fee benchmarking, plan operations and participant outcomes. Helping participants with their financial wellness through onsite and virtual education initiatives is a key priority and passion of mine.In addition, The Richards Group provides individual wealth management services with a focus on analyzing your resources to help make your income sustainable throughout retirement. Our team of Financial Advisors are here to help guide you through the complexities of an investment and distribution strategy driven by your own unique goals, interests and considerations. We create diversified, cost-efficient portfolios that align with the amount and timing of your cash flow, helping to balance your lifestyle today with goals and needs in the future.I hold FINRA Series 6, 7, 63, and 65 Securities licenses, along with the Vermont Life & Health license. In addition, I have the Accredited Investment Fiduciary AIF® designation and am a National Social Securities Advisor certificate holder.TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by TRG Investment Advisors, LLC dba TRG Retirement Plan Consultants unless a client service agreement is in place.
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