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Bill Duggins, CFP, CPA, AIF Accepted as Member of LPL Financial Retirement Plan Consulting Program - Bill Duggins, CFP, CPA, AIF, and founder of Duggins Financial is now a member of the exclusive LPL Financial Retirement Plan Consulting Program. His acceptance into the program demonstrates his expertise in working with corporate retirement plans
Bill Duggins, CFP, CPA, AIF Accepted as Member of LPL Financial Retirement Plan Consulting Program

 

PRZOOM - /newswire/ - Aliso Viejo, CA, United States, 2012/06/28 - Bill Duggins, CFP, CPA, AIF, and founder of Duggins Financial is now a member of the exclusive LPL Financial Retirement Plan Consulting Program. His acceptance into the program demonstrates his expertise in working with corporate retirement plans.

   
 
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Bill Duggins, CFP, CPA, AIF, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations and investment management for private clients, has been accepted into the LPL Financial Retirement Plan Consulting Program (RPCP). To be accepted into the program, advisors must meet established criteria demonstrating expertise in working with retirement plans. Specifically, to be eligible, advisors must hold the prestigious Accredited Investment Fiduciary (AIF) designation, work with at least five retirement plan sponsors and have at least $5 million in assets held in retirement plans. As a result of the stringent criteria for inclusion, less than 100 LPL Financial advisors out of more than 16,000 LPL advisors nationwide have been approved to participate in the RPCP.

Participation in the LPL Financial RPCP program enables Duggins Financial to act in a co-fiduciary capacity to our corporate retirement plan sponsors and to provide "fee for service" consulting and advice using the LPL Financial corporate Registered Investment Advisor (RIA). As an approved member of RPCP, Duggins Financial can offer an array of co-fiduciary services including: fund selection and ongoing monitoring, vendor search support and vendor fee analysis (benchmarking), Investment Policy Statement consulting, employee education and enrollment meetings.

Duggins Financial understands the challenges Plan Sponsors face in todays increasingly complex regulatory environment. Our unique ability to be designated as a named fiduciary to a Companys retirement plan and function in the capacity of an RIA offers assistance to the Plan Sponsor in reducing their fiduciary liability, noted Bill Duggins, founder of Duggins Financial.

About Duggins Financial
Duggins Financial (dugginsfinancial.com) is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage clients assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our clients best interest at the forefront while taking into consideration their long term goals and objectives.

Bill Duggins is a Registered Principal with and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Fiduciary services are extended to advisory relationships only.

 
 
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Bill Duggins, CFP, CPA, AIF Accepted as Member of LPL Financial Retirement Plan Consulting Program

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Contact: Claire Duggins - DugginsFinancial.com 
949-297-4300
 
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IMPORTANT INFORMATION: Issuance, publication or distribution of this press release in certain jurisdictions could be subject to restrictions. The recipient of this press release is responsible for using this press release and the information herein in accordance with the applicable rules and regulations in the particular jurisdiction. This press release does not constitute an offer or an offering to acquire or subscribe for any Duggins Financial securities in any jurisdiction including any other companies listed or named in this release.

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