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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 strategies
  • Evaluating co-fiduciary coverage providers
  • Sourcing National third party administration providers
  • Ongoing ERISA 404 compliance monitoring
  • Providing plan participant education support
  • Complete fee disclosure

With 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.