We take a proactive and personal approach to managing your company retirement plans.

 Financial Services

AMI Group, Inc. offers financial services for our clients to assist with the management of the retirement plan for their company. These services can benefit your company because:

• Retirement plans that are sponsored by a company have compliance needs that are entirely different from individual investing

• We take a proactive approach to managing retirement plans

• We will help you to educate your employees on how this benefit is important for them

We understand that each company will have different preferences, which is why we offer financial services that will be tailored to your company’s needs. 

These services include:

• Comprehensive Plan Reviews

• Employee Educational Services

• Employer Legislative & Compliance Communication

• Fiduciary Oversight & Acknowledgement

• Fiduciary Retirement Plan Reviews

When you partner with us, you will receive a team that will provide you with the necessary resources and knowledge to manage your company’s retirement plan and provide your employees with an outstanding benefit.

Free Consultation with a Financial Services Specialist to find a retirement plan that best suits your company’s financial goals.