Retirement Planning at Soltis, a Partner of Definitive Advisors, LLC

By Wayne Demeester

Introduction

Experienced financial professional Wayne Demeester serves as managing director of Definitive Advisors, LLC, a Washington-based financial advisory firm and distribution partner to Soltis Investment Advisors. Wayne Demeester draws on experience gained advising high net worth clients at Wachovia, and he directs individuals to Soltis for an array of wealth management and retirement planning services.

Soltis assists clients of Definitive Advisors, LLC, in planning for a secure financial future through a diverse array of retirement plan offerings.

Retirement Planning

Its services support profit sharing, defined benefit, 401k, 403(b), 457, and EDOP plans, as well as specialized non-qualified plans. Soltis Investment Advisors also serves as a consultant to a variety of plan sponsors, including those focused on profit sharing and pension plans. Its services for plan sponsors encompass plan design, including benchmarking and vendor selection, in addition to investment management and policy development.

Conclusion

Soltis serves clients at the participant level via individualized advisory services, financial planning catered to executives, and general fiduciary education. The company supports plan participants’ financial understanding through targeted educational resources, including seminars and conferences. Additionally, Soltis shares media from its educational events to facilitate fiduciary training on a multitude of topics. Offering easily accessible online presentations, it helps clients increase their understanding of topics including private banking, estate planning, and financial decisions regarding healthcare.