Valtoria Insurance & Financial Services

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does "reasonable" really mean? PlanFees solves that challenge by allowing advisors to create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost. PlanFees lets you create a professional, custom benchmark report in just two minutes that sheds light on the four components that make up a retirement plan’s total cost: investment, record-keeping, TPA/administrative and advisory. PlanFees meets the needs of retirement plan advisory firms of all sizes — from small shops that need sales tools to enterprise firms requiring scalable processes.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Corporate retirement plan advisors. We are a fiduciary to our clients retirement plan, including 401(k), 403(b), Cash Balance, Non-qualified deferred compensation, and more. We provide a multitude of services to help our clients comply with ERISA & DOL requirements. We provide employee education and financial wellness to our clients employees.