Who We Serve Individual Investors We provide our services to medium to high net worth individuals, families, and trusts who wish to pursue long-term goals based on a strategic approach to managing wealth. Business Owners & Plan Sponsors As a business owner or plan sponsor, you know how important your employees are to the success of your organization. A properly constructed retirement plan can provide your firm with the competitive edge necessary to attract, retain and motivate your employees. At Kolman Investor Coaching, we believe that this is best achieved by designing and supporting a retirement program that is tailored to meet your needs. Our consulting support is intended to assist plan sponsors by providing the following benefits:Choosing customized strategiesEvaluating co-fiduciary coverage providersSourcing National third party administration providersOngoing ERISA 404 compliance monitoringProviding plan participant education supportComplete fee disclosureWith regard to fees, it is important to know that there are fees for every retirement plan solution, regardless of what other advisors may have told you. While you may not see these fees or be invoiced directly for them, they are charged against the performance of your funds. These include custodial costs, recordkeeping costs, legal and administrative costs and compliance costs.