Bill Duggins, CFP, CPA, AIF Accepted as Member of the LPL Financial Retirement Plan Consulting Program
Aliso Viejo, CA, September 19, 2011 --(PR.com)-- Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations and investment management for private clients, has been accepted into the LPL Financial Retirement Plan Consulting Program (RPCP). To be accepted into the program, advisors must meet established criteria demonstrating expertise in working with retirement plans. Specifically, to be eligible, advisors must hold the prestigious Accredited Investment Fiduciary (AIF®) designation, work with at least five retirement plan sponsors and have at least $5 million in assets held in retirement plans. As a result of the stringent criteria for inclusion, less than 100 LPL Financial advisors out of more than 16,000 LPL advisors nationwide have been approved to participate in the RPCP.
Participation in the LPL Financial RPCP program enables Duggins Financial to act in a co-fiduciary capacity to their corporate retirement plan sponsors and to provide "fee for service" consulting and advice using the LPL Financial corporate Registered Investment Advisor (RIA). As an approved member of RPCP, Duggins Financial can offer an array of co-fiduciary services including: fund selection and ongoing monitoring, vendor search support and vendor fee analysis (benchmarking), Investment Policy Statement consulting, employee education and enrollment meetings.
“Duggins Financial understands the challenges Plan Sponsors face in today’s increasingly complex regulatory environment. Our unique ability to be designated as a named fiduciary to a Company’s retirement plan and function in the capacity of an RIA offers assistance to the Plan Sponsor in reducing their fiduciary liability,” noted Bill Duggins, founder of Duggins Financial.
About Duggins Financial
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client’s assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client’s best interest at the forefront while taking into consideration their long term goals and objectives.
For more information on Duggins Financial, please visit www.dugginsfinancial.com.
Bill Duggins is a Registered Principal with and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Fiduciary services are extended to advisory relationships only.
Contact:
Duggins Financial
65 Vantis Drive
Aliso Viejo, CA 92656
949-297-4300
www.dugginsfinancial.com
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Participation in the LPL Financial RPCP program enables Duggins Financial to act in a co-fiduciary capacity to their corporate retirement plan sponsors and to provide "fee for service" consulting and advice using the LPL Financial corporate Registered Investment Advisor (RIA). As an approved member of RPCP, Duggins Financial can offer an array of co-fiduciary services including: fund selection and ongoing monitoring, vendor search support and vendor fee analysis (benchmarking), Investment Policy Statement consulting, employee education and enrollment meetings.
“Duggins Financial understands the challenges Plan Sponsors face in today’s increasingly complex regulatory environment. Our unique ability to be designated as a named fiduciary to a Company’s retirement plan and function in the capacity of an RIA offers assistance to the Plan Sponsor in reducing their fiduciary liability,” noted Bill Duggins, founder of Duggins Financial.
About Duggins Financial
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client’s assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client’s best interest at the forefront while taking into consideration their long term goals and objectives.
For more information on Duggins Financial, please visit www.dugginsfinancial.com.
Bill Duggins is a Registered Principal with and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Fiduciary services are extended to advisory relationships only.
Contact:
Duggins Financial
65 Vantis Drive
Aliso Viejo, CA 92656
949-297-4300
www.dugginsfinancial.com
###
Contact
Duggins Financial
Claire Duggins
949-297-4300
www.dugginsfinancial.com
Claire Duggins
949-297-4300
www.dugginsfinancial.com
Contact
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