About Us

Counsel Retirement Plans, Inc. specializes in 401(k) strategies for mid-sized companies who desire the very best performance and service, cost, and fiduciary shield. We understand the complexity of operating a business pulls you in a multitude of directions. The time you can commit to managing corporate retirement plan issues is greatly reduced by the complexity of day-to-day operations.

We are committed to providing simplicity, focus and balance to your coporate retirement plan. The Twin City area has actually become a hotbed for arbitration and litigation questioning the fiduciary protection of Presidents, CFOs, and Directors of local companies. In partnering with Counsel Retirement Plans, Inc., we help provide the most secure fiduciary protection possible.

In addition to offering a free retirement analysis and individual counseling for each participant, we provide regulary scheduled financial planning workshops for your employees. These workshops are designed to provide your employees with the information necessary to help them make the best decisions possible in working toward their goal of greater financial independence.

We are based in the Twin Cities and licensed in most every state. We service corporate retirement plans throughout the Mid-West, Massachusetts, Rhode Island, New York, Florida, Colorado, and California.

Tom Spanier LPL Registered Principal