Rolling green meadow located in Sacramento's Central Valley near the retirement plan advisors of Genovese Burford & Brothers.
 

Fee Analysis

 

Fee analysis is more than just benchmarking your fees against other service providers' bids. Our analysis is designed to help you better understand:

  1. Total amount of fees the plan and participants are paying

  2. From where the fees are originating

  3. If your current fee arrangement is fair and reasonable

Ensuring that your plan fees are reasonable and documenting that you’ve done the work to check is one of your core responsibilities as a plan sponsor and fiduciary. GBB is connected with the right providers and has the infrastructure in place to help you ensure your plan fees are reasonable.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here