Retirement Plan Consulting

Empower your employer retirement plan with our tailored advisory and consulting services, designed to meet the unique needs of both the plan and its fiduciaries. At our core, we're committed to providing comprehensive support and guidance to help you navigate the complexities of employer retirement plans with confidence.

Home office desk with a computer, chair, lamps, and other office items.

Introducing Retirement Plan Consulting

Employees need financial help beyond a paycheck

No one is better positioned to help them than their employer
52%
of Americans
Have less than $10,000 saved for retirement
64%
of Americans
Can't cover a $1,000 emergency
78%
of Americans
Live paycheck to paycheck

86% of employees would participate in a financial education program provided by their employer

Inquireschedule a meeting

You're The CEO

As Your Guide, We'll Help You Make The Right Financial Decisions.

FIDUCIARY 401(K) PLAN MANAGEMENT

We serve as your co-fiduciary, helping carry the burden to act prudently and in the best interest of plan participants.

RISK NUMBER GUIDANCE FOR PARTICIPANTS

We use cutting edge technology based on Nobel prize winning research to help plan participants invest with more confidence.

CORPORATE FINANCIAL WELLNESS

We equip your employees with the planning, tools, and education they need to thrive financially.

Technology That Works For Your Employees

Personal Financial Website

Give your employees their very own personal financial website to give them a clear vision on where they stand so they can make sound financial decisions every time.

Investment Alignment Dashboard

Help your employees take the guesswork out of investing and feel confident that their investments are on track.
Vault Wealth Map Wide
More ways to meet for your convenience!

Oklahoma City

600 NW 23rd Street
Suite 102
OKC, OK 73103

(405) 928-4422
Vault Wealth Map Square

Virtual

Zoom
‍
Google Meet

(405) 928-4422
Drawings of people setting at a computer with multiple screens around

Services

Vault Plan™
Vault Invest™
Comprehensive Wealth Planning
Vault Estate™
Vault Realty
Retirement Plan Consulting
Advisory Consulting

Investments

Charles Schwab
Altruist

Company

Disclosures
Resources
Custodians
SmartVestor Pro
Contact Us
About Us

Corporate Services

401(k) Plan Participants
Corporate Financial Wellness
Schedule Meeting
© 2024 Vault Wealth Strategies, LLC. All Rights Reserved.
Vault Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vault Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vault Wealth Strategies, LLC unless a client service agreement is in place.