Retirement Plan Services - Partner With Us

Tegra Financial Partners offers a unique, open-architecture platform for use with lasting qualified and non-qualified plans, such as:

401(k)

Profit Sharing

Deferred Compensation

401(k) Mirror Plans

Qualified investment professional partners can receive compensation for their services through their existing Registered Investment Advisor or Broker/Dealer relationship. We will work with your Back Office to establish any agreements necessary to allow for proper flow of compensation to our investment professional partners.

Benefits of our platform for your retirement plan clients include:

• Access to over 8,000 mutual fund options
• Managed Lifestyle Portfolios
• Self-Directed Brokerage Accounts
• Full Enrollment & Implementation Support
• 24-hour access to retirement and plan sponsor level plan information
• Complete plan accounting, compliance and other recordkeeping functions

If you would like to learn more about how our platform would benefit you and your clients, contact David Schultz at 404-898-8216 or david.schultz@hawcpa.com.

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.