Get to know us. So we can know you.
Reward tenure and give your employees free money. Pretty sure they’ll like that.
Organize your finances and establish plans to reach your desired financial goals.
Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.
Partner Advisor Services
For advisors seeking to grow their retirement plan business.
We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.
We are BOARDROOM advisors.
We are BREAKROOM advisors.
We are WEALTH MANAGEMENT advisors.
DC Dimensions, a national investment publication, featured Two West in their Winter 2018 magazine as their cover story titled “Focusing on Income for Better Outcomes.” This fascinating and informative look into Two West’s approach to retirement income solutions showcases the next step beyond defined contribution (DC) plans. By offering both custom an “off-the-shelf” retirement income solutions, Two West is hailed as an innovative advisor that is quietly setting the standard in this arena.
As many of you have heard by now, the Department of Labor has recently passed down new rulings surrounding fiduciary standards that will affect most employers and their retirement plan providers. For the most part, this ruling ensures those in charge of a retirement plan have to act solely in the interest of plan participants and their beneficiaries.
While this is no big change for us (because we’ve held ourselves to a fiduciary standard from the beginning), the new rulings may increase the risk and liability you as employers hold over the decisions you make surrounding your retirement plan. These new rulings are largely increasing the standards our industry is held to (a good thing), but it can mean some extra paperwork (and extra headaches) for those who oversee company retirement plans. (more…)