Broker Check

Our Advantage

SHA Retirement Group strives to help clients maximize the effectiveness of their retirement programs in an ever-changing retirement climate.With a strong history of experience and industry knowledge, the firm is committed to helping employers deliver an effective retirement plan that benefits them and their employees.

Experience

SHA Retirement Group was created through the assembly of retirement professionals, each with a unique perspective and experience with plan sponsors and the retirement plan industry. This helps them bring a new perspective on retirement programs that some organizations may not have considered. Combined, SHA Retirement Group has more than 70 years of experience in the financial services industry. SHA Retirement Group has been recognized as among the top 300 most influential defined contribution advisors and one of the top 100 advisor teams in America.

Investment Fiduciary Care

All the firm’s consultants are Accredited Investment Fiduciary® (AIF®) designees. This means they have the ability to assist their clients in implementing proper policies and procedures. SHA Retirement Group understands the fiduciary obligations associated with offering the proper retirement savings program to employees and they provide a process to address these numerous responsibilities. Their seasoned team works closely with organizations of all sizes with plan assets from $2 million to $2 billion to develop customized retirement plan strategies. By acting as an Investment Fiduciary, the firm can assist the plan sponsor with managing some of the liability of a retirement plan and, in return, the employer can further manage some of their risk.

Independence

As independent Investment Fiduciaries with the support of Triad Advisors, the firm’s advice is founded in objectivity and integrity. Without any conflicts of interest, proprietary products, or conflicting corporate agendas to meet, SHA Retirement Group puts the clients’ needs first and offers unbiased and objective advice, strategies, and solutions.