In most cases, the 401(k) advisors you’re evaluating will market many of the same services, sometimes using the same or similar software. Let’s call this the 85%.
The 15% is what differentiates Three Bell from other advisors. The 15% is what happens when you need help after hours or over the weekend, want to completely revamp your plan, or require serious technical firepower. That’s where we shine.
As a Three Bell client, you get the best of both worlds: a seasoned advisory team with best-in-class institutional systems, and friendly, high-touch, boutique service.
Welcome to the next evolution of retirement plan advisors. Welcome to Three Bell Capital.