ISADORE
PARTNERING WITH EMPLOYERS TO PROVIDE INDEPENDENT AND TRANSPARENT SOLUTIONS FOR THEIR 401(k), 403(b), 457 & IRA NEEDS.
Why Isadore?
Independant
Freedom
Local
Cost
Isadore is not affiliated with any retirement provider giving you the freedom to choose the best retirement solution for your company.
Focused on transparent, side-by-side comparisons of your current plan to potentially feature rich, lower cost options.
Not limited to one firms "best" investment option. Open architecture with unconstrained ability to go anywhere and build an independent, retirement solution.
Selecting products based, not on a national sales plan, but on the interests and the needs of your employees who, like us, live and strengthen our community.
Instant Value
Isadore creates instant value for
employers by helping with:
1. Fee Transparency - Gather current fee disclosure documents that are usually 30-120 pages in length and capture all direct and indirect costs of the plan. On a one-page report we deliver a transparent and clear representation of the plan fees.
2. Instant Competition - Compare current fee report, side-by-side, to the most competitive retirement plan offerings available, creating an instant competitive bidding process.
3. Independent Education- We provide independent education on key differences among plans so that you can make the most informed decision possible. Topics addressed range from fiduciary liability coverage to newly available plan features.
Who is Isadore?
Founder & CEO - Neil Witowski
Neil has more than 15 years of experience serving clients with their business and individual retirement and investment needs. Neil double majored in Personal Financial Planning and Investments and started his career at one of the largest brokerage firms in the country. Through his career, Neil has gained a diverse understanding of the Institutional, Brokerage and Independent channels. It is through Isadore that Neil can offer an independent, transparent and fee-only wealth management practice for his clients.
-CONTACT-
Office: (231) 922-9905
Fax: (231) 922-9915
13561 S. West Bay Shore Dr.,
Ste. 200
Traverse City, MI 49684
Office Hours:
Mon - Fri: 8:00 a.m. - 5:00 p.m.
Saturday: Closed
Sunday: Closed