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We Improve Investment
and Service Options for
Corporate and Non-Profit
Retirement Plans from a
Best Interest Perspective.

To Help Employees Prepare
Well and Finish Strong.

Improve Your Plan / Inspire Your People

All retirement plan advice options are not equal. Corporate retirement plans have increased buying power for investments and services compared to just a few years ago. Capitalizing on this buying power opportunity may create a much better plan to help your employees thrive while managing risks to your organization.

Our Prudent ProcessTM simplifies the complex responsibilities of ongoing retirement plan improvement from a best interest perspective. Let us help you build a better future and help you get back to the business of your business.

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Can the right
advisor help manage your
responsibility and risk?
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Does your process manage risk
and conflicts of interest?

Does your plan oversight process provide documented value to your employees while potentially protecting your company?

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How do you select
the right investment
type, option and
share class from an
endless universe?...
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...And how do these
investments work together
to create efficient and
diversified portfolios
for participants?

The selection and oversight of high quality, efficient investment options and models requires both art and science.

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How do you
help employees take
the next step in
the right direction?
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What do employees need to know at age 22

to help their savings last to age 92?

How do you engage today’s distributed and distracted workforce?

Employees need more than brochures and investment education, they need to be inspired.  Today’s effective plans provide prudent direction efficiently and encouragement toward overall financial wellness.

We provide experienced, enhanced fiduciary services for a reduced flat fee.

Request a Proposal to easily determine if plan improvement with Prudent ProcessTM is right for your organization.

Plan sponsors are often surprised at how much money can be saved for plan participants when the investment limitations are lifted, revenue sharing is eliminated, and service provider contracts are improved.

That includes the relationship with your plan advisor.

Flat fee pricing helps manage conflicts of interest and declines as a percent of assets as the plan grows during the contract period.  Overall plan improvement can potentially result in better retirement outcomes for your participants and, as a side benefit, can have a positive impact on your company’s bottom line.

Request a PRUDENT PROCESS Proposal and Comparison

Prudent ProcessTM and Grow Live Give are services of Flautt Hare Davis LLC Wealth Advisors | Retirement Consultants 750 Old Hickory Blvd. Building One Suite 115 Brentwood, TN 37027

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, GA, KY, TN

More information about our firm is at www.fhdfinancial.com.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC.  Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor.  Prudent Process, Flautt Hare Davis LLC, and IFP are separate entities from LPL Financial.