Providing Financial Direction to Corporations
 
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plan expense disclosure

Prudence 360° directly addresses the Department of Labor’s concerns regarding plan expense disclosure and conflicts of interest. Plan sponsors are encouraged to disclose plan expenses, but few do.

Our program provides full disclosure of plan expenses in writing. The program passes ALL investment company revenue through to plan participants to eliminate any conflict of interest in the management of plan assets.

More information on Fee Disclosure:

  1. Understanding Retirement Plan Fees & Expenses
  2. Uncovering and Understanding Hidden Fees in Qualified Retirement Plans
  3. Disclosure of Fees

more about our services...

 
Welcome to Diversified Financial Advisors, a company dedicated to serving and preserving the financial well being and needs of individuals and corporations.

Our Program help us guide you and protect you. Click below to review:


 

Securities offered through LPL Financial, member of FINRA/SPIC.
Advisory services offered through Diversified Financial Advisors LLC, a registered investment advisor and separate entity from LPL Financial. LEGAL