Financial Services

At AMI Group, Inc., our goal is to help you achieve your insurance and benefit goals.

Financial Services

AMI Group, Inc. offers financial services for our clients to assist them with managing the retirement plan of 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 very unique needs, which is why we offer financial services that will be tailored for your individual company.  These services include:

  • Comprehensive Plan Reviews
  • Employee Educational Services
  • Employer Legislative & Compliance Communication
  • Fiduciary Oversight & Acknowledgement
  • Fiduciary Retirement Plan Reviews
  • Monthly Employee Communications
  • Plan Sponsor Advocacy/Support
  • Retirement Plan Design Consulting

When you partner with us, you will be getting a dedicated 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
Call us today at (847) 888-9820 to get started with your coverage and to discuss your different options for your company and plan.

(847) 888-9820

Give us a call, we'd love to hear from you.


4N701 School Rd
Saint Charles, IL 60175

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