Twelve Points Retirement Advisors was founded to make the financial advisory industry trustworthy again. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advising industry. Our mission is to turn this around and become THE trusted advisor for our clients.

Twelve Points Retirement Advisors is a proud partner and supporter of ACA/NE. With this partnership, ACA/NE members are able to access significant discounts.

Similar to other purchasing groups you may participate in, the ACA/NE Retirement Plan uses purchasing power to leverage the total assets of all member retirement plans at Twelve Points. This allows startup and smaller corporate plans to be priced as if they had multi-million dollar retirement plans, which in turn significantly reduces the average expenses you would pay otherwise.

Important points to note:

• Your plan will always be your own.
• The elements of your plan remain the same, unless Twelve Points can uncover design options to defer taxes and increase your retirement contributions.
• The more companies that join, the bigger the discounts will be.
• You will receive 3(38) fiduciary protection. This will limit your liability for investment selections and monitoring in your plan.
• You and your employees will get education and analysis on being prepared for retirement and everyday financial situations.​
  

Wondering if this retirement plan program is beneficial to you and your company? Reach out to Twelve Points for a consultation!


Greg Phillips, AIF, CPFA
Corporate Retirement Plan Specialist
​
Twelve Points Retirement Advisors
9 Pond Lane, Suite 3A, Concord, MA
P: (978) 318-9500
E: greg@twelvepointswealth.com​