ClearPoint Financial

As an independent retirement and consulting practice, our priority is serving the interest of our clients — not the sale of specific investment products. This independence allows us to provide you with the best investment vehicles to satisfy your company's defined contribution, executive deferred compensation plan, and defined benefit plan needs. ClearPoint Financial offers:

• Extensive independent comparative market analysis and vendor benchmarking
• State-of-the-art trustee level investment/due diligence reporting and fund monitoring
• Innovative retirement and non-qualified plan structures
• Partnership in creating an Investment Policy Statement
• ERISA/merger & acquisition guidance
• Enrollment and education services, group, one-on-one, WebX, etc.

ClearPoint Financial's objective, non-proprietary consulting helps assure your company's retirement benefits strategy will be competitive in today's fast-paced market place.

For more information please contact Paul Grutzner, Managing Partner
800-410-6571
pgrutzner@clearpoint401k.com
clearpoint401k.com