"A qualified retirement plan is an extremely
valuable asset. At Fiduciary Advisors, Ltd.,
we have the expertise to design plans that
best serve our clients' priorities, and the integrity
to meet their needs."

-David S. Ludwig
President & CEO
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We recognize that selecting a plan is just the beginning...

Why have a plan?

To benefit employer and employees alike to the fullest extent possible, plan design and administration requires diligent care, personal service, and a mastery of the complex and ever changing opportunities available.

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Fiduciary Advisors, Ltd. is committed to building relationships that last. This means making ourselves available to you when and how you need us.

Types of Plans

Defined Benefit, Cross-Tested Profit Sharing, Safe-Harbor 401(k), all are popular plan choices. In fact, many of our clients combine plans for ultimate flexibility, tax considerations, and overall retirement planning strategies.

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What Makes Us Stand Out?

A Personal Presence

Fiduciary Advisors, Ltd. is committed to building relationships that last. This means making ourselves available to you when and how you need us.

Communications

We recognize that selecting a plan is just the beginning... timely, effective and consistent communication is crucial to keeping employees informed and involved.

Assurance of Expertise

Precise calculation, alert monitoring, keen analysis -- all must be orchestrated and executed in a timely manner.

Rich Heritage

Since 1985, our founder has served this industry and established a tradition of excellence in the community.