OUR SERVICES
BENEFIT PLAN CONSULTING
Silverleafe Capital Partners, LLC delivers custom fiduciary solutions to retirement plan sponsors. Our documented processes, analytics, research team and uncompromising commitment to our clients help guide them through the retirement plan process. We make a written commitment to serve as a fiduciary advisor with the sole focus of ensuring a benefit plan satisfies all required investment processes and guidelines while utilizing industry best practices. We partner with plan sponsors to monitor plan risks, compliance complexities, employee education and manage investment oversight through quarterly reviews.
A retirement plan is a benefit. It does not drive revenue, but it can serve as a reward and a retention tool. A plan should be simple, straight forward, transparent, streamlined and of value. It is our goal to understand your current offering and navigate your path to a comprehensive solution accomplishing the aforementioned attributes.
OUR EXPERTISE
We help plan sponsors meet fiduciary responsibilities with clarity, discipline, and transparency — offering plan design, oversight, and education that support your employees while protecting your organization from risk.
Speak to our trusted advisors, call our team on (901) 259-3345 or use our contact form below and one of our team will be in touch to discuss your goals.
CLIENT TESTIMONIAL
“They understand my mindset and what it’s like to build something from the ground up and look to protect it. Their advice is grounded, never rushed, and always honest.”
“When we sold our family business, we needed guidance we could trust. Silverleafe handled everything from reinvesting the proceeds to helping us plan for future generations.”
“We’ve worked with Silverleafe for over a decade. They understand our family’s unique needs and have been instrumental in helping us preserve and grow our wealth across generations.”