Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment.

The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.”

Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors:

Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor
Cost/Fee Management – identifying reasonableness of plan fees
Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan
Participant Education & Advice – changing participant behavior
Investment Expertise – access to institutional money management
As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future.

The LPL Financial Registered Representative associated with this page may only discuss and/or transact securities business with residents of the following states: FL, GA, VA, DC, MD, NJ, IL, NY, CA, LA

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor - Member SIPC. sipc.org

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