Scott Higginsnssa

Retirement Plan Financial Adviser Aif Cfp Cpfa @Rose Street Advisors

Holistic approach to retirement plan consulting and strategic planning with plan sponsors and individual investors. Retirement plan specialties: o Plan design & implementation o Fiduciary process implementation and plan governance o Investment advisory & fiduciary services o Comprehensive provider, plan & industry benchmarking o Provider search consulting & RFP process management o Administrative support o Improving underperforming or underutilized plans o Employee education and communication strategies Strategic individual wealth management and investment advisory services specializing in retirement income strategies and wealth accumulation utilizing equities, fixed income and alternative investments. Proficient with eMoney, Morningstar, fi360, Microsoft Excel, and Microsoft Powerpoint. Rose Street Advisors is a group of over 30 specialists in employee benefits, HR consulting, wealth management, and retirement plans serving discerning individuals, families and businesses.