Retirement Plan Advisory Services

100% Focused on Employer-Sponsored Retirement Plans

We're 100% Focused on Employer-Sponsored Retirement Plans

Born from an increased demand from our clients, BHS Financial Services and our professionals have a singular focus on employer sponsored retirement plans – so you can be assured you are partnering with specialists, not one of the many generalists out there that only dabbles in retirement plan advisory services.

With a competitive retirement plan designed to provide your people with financial security, you have the potential to make your workforce happier, more focused, and more productive. Better yet, it’s a way to attract – and keep – the talent your company’s success depends on.

Why Partner With BHS?

Proprietary Investment Analysis

Simplified Compliance

Co-Fiduciary to Reduce Liability

High-Impact Plan Design

Don't settle for a generalist to manage your 401K. Talk to one of our specialists.

Fiduciary Compliance

Investment Analysis

Successful Participant Outcomes

Courageous Plan Design

Provider & Cost Benchmarking

Target Date Fund Consulting

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BHS Financial Services and BHS Insurance are not affiliated with Kestra IS or Kestra AS.

Check the background of this firm on FINRA’s BrokerCheck or the SIPC website.

Learn Why Employers Choose BHS for Retirement