Rescue Your Annuity from High Fees
Planning for Retirement with Confidence
Enhance Your Company’s Retirement Plan
The Dakotas' Local, Fee-Only Investment Adviser
The Four Questions
Do you know the risk to your current investments in down markets?
Do your investments capture your share of returns in up markets?
Does your portfolio align with your concerns about market risk?
Is the portfolio value taken annually for fees excessive?
Answers to all these questions can be found with a no cost portfolio assessment done by Wealth Plus of the Dakotas.
Annuity Rescue
Annuity owners often face long lock-up periods, high fees, penalties, and complex terms. We offer a solution: low-fee, no-commission annuities with no surrender periods, aligning investments with individual risk tolerance while keeping more money in your pocket.
Business Retirement Plans
As retirement approaches, concern about sustaining income without a regular paycheck is common. We focus on quality portfolio design and cash management ensuring a steady cash reserve, reducing market risks, and aligning with your retirement needs.
Distribution Planning
Retirement plans are key for employee retention and appreciation. Shifting to an investment advisory model can lower costs and improve performance. We offer plan reviews, competitive pricing, and new insights to help your retirement plan meet business goals and benefit employees.
Professional Resources
Wealth Plus focuses on investment services but connects clients with trusted South Dakota professionals for tax, insurance, estate, and legal needs. With a commitment to local expertise through trusted referrals, we ensure confidentiality and support for our community.
Changing Advisors
Changing financial advisors can feel daunting, but Wealth Plus of the Dakotas makes the transition seamless by handling all asset transfers, sparing clients from uncomfortable conversations. While it’s natural to feel anxious about leaving a long-term advisor, staying updated with modern technology and fiduciary practices is essential for your financial future. Wealth Plus ensures your best interests are prioritized, making the switch beneficial and stress-free.
Why Wealth Plus of the Dakotas?
Putting your interests first, with no commissions, transaction fees, or conflicts of interest.