Brian Griffith
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Brian. He is committed to making retirement plans easy to implement
and manage for business owners. Prior to Fisher\SMBTM, Brian worked as a Financial Advisor at Morgan Stanley for five years (including during the 2008 financial crisis.) Having spent most of his career helping people remain in retirement, Brian now enjoys helping others reach retirement.
Brian possesses the industry knowledge and attention to detail required to assess how a retirement plan is performing to meet participant needs and owner expectations. As a Retirement Counselor at Fisher\SMB, Brian is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Interest in leveraging his past experience to provide service to both plan sponsors and participants, helping everyone involved with the plan access it as a benefit for a brighter future.
- Desire to engage in retirement plan review.
- Passion to educate others on detailed budgeting and planning for
the future. - Motivation to help prepare people for a comfortable retirement.
Your dedicated Retirement Counselor serves as your point of contact for an extensive service offering designed to get plan participants on track for retirement.
They will advocate on your behalf, coordinate with your other service providers and be available to you.
During the plan onboarding process your Retirement Counselor will:
- Lead service provider transitions.
- Help you establish your plan goals, rules and features.
- Help establish an Investment Policy Statement.
- Provide a customizable employee introduction to the plan.
- Hold one-on-one enrollment and retirement guidance meetings with all employees.