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Employer Sponsored Plans

401(k)s, 403(b)s, SEP IRAs...oh my!

Whether you're a small business owner or a Human Resources executive, there's a lot to consider when choosing an employer-sponsored plan for your business. We're here to help!

dedicated partner

Work with a dedicated Financial Advisor who will partner with you to help your company leverage the best financial tool for the job. Considering Profit Sharing? Employer Match? Need Executive Comp Ideas? We can help. 

service model

More than just helping you meet your fiduciary responsibility, we'll meet with you annually to review fund solutions and to strategize with you about how to best leverage your plan for the benefit of the business. 

independence

We're not beholden to a particular investment company. We can shop the marketplace for the best solution for you based on your size and goals. 

Our Resources

We're here to educate yourself and your team through webinars, in person team meetings, 1:1 calls and with our quarterly Plan Sponsor & Plan Participant Newsletters.

Meet our Advisors

schedule with Kristin

Kristin's office is in Tulsa but is web-based and has clients all over the country. Most of her clients are in Texas, California & Oklahoma. She's spent over 10 years as a business owner and is the Founder of HerPlanning.

Schedule Now

Schedule with Leigh

Leigh's office is in Tulsa and often hosts in-person meetings. Most of her clients are in Oklahoma. She's spent over 20 years as a small business owner. 

Schedule Now

Looking for a resource?

Here's an overview of retirement plans for small businesses by one of our partners, Capital Group. 

Capital Group is not Affiliated HerPlanning or LPL Financial.

Are you an employee looking for help with a rollover?

Are you an employee looking for help with a rollover?

We can help. You can get started today with our Advisor Supported Robo option. This is a great solution for tech friendly clients who's primary goal is growing their assets to $100k. It can be used for retirement plans or to save for mid-term goals! 

The best thing about it? It's advisor supported, which means you'll still have the support of a live advisor, Kristin Afelumo, as you grow and need help making decisions about how much to save and how to invest.

We'd recommend you reach out to us to chat about a different option if your assets are near or exceed $100k.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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