Value – ISC provides excellent service, quality plan design, and vigilant monitoring at a very low cost. Known in our industry as a low cost/high-value provider of services, you get all the research, technology, and support of a national firm at boutique provider pricing.
Credentials - Our team holds some of the highest level designations in the industry for Qualified Plans and working with individual participants.
Education - Your employees will have personalized education provided by CERTIFIED FINANCIAL PLANNER™ professionals, CFP®s. Your employees will also have access to CFP®s four times a year in your office for group education and one-on-one meetings. Also, your employees have access to our CFP®s on a day-to-day basis via phone calls, emails, or video conferences to assist them.
Local – ISC Financial Advisors is thirteen miles from your office. We are close enough to stop in when your employees have questions about their accounts or when your team needs help with day-to-day plan management.
Independent – We are a Registered Independent Advisor, RIA. We have no ties to a national entity or insurance company. We give unbiased advice that is always in the best interest of our clients.
Experience – ISC Financial Advisors has been in the qualified plan business for over thirty years. We have the knowledge and experience to navigate your organization through the ever changing industry and regulations. We can help ease the burden of plan administration for your team.
Technology – ISC has invested heavily in technology and systems for the benefit of our clients. This investment allows us to efficiently manage your plan, monitor your investments, communicate with your participants and manage your Fiduciary File.