RETIREMENT BENEFITS GROUPPRINCIPALSEARN PRESTIGIOUS
FIVE STAR WEALTH MANAGER AWARDS
Veteran San Diego Retirement Plan Consultants Recognized for Local Excellence
February 20, 2013 –Larry Deatherage, PRP®, AIF®, PPC and Tony Franchimone, PRP®, AIF®, Principals at Retirement Benefits Group ( a San Diego-based retirement plan consulting and wealth management firm, have been named Five Star Wealth Managers for 2012 by Crescendo Business Services. The Five Star Wealth Manager is awarded to less than seven percent of wealth managers in the San Diego area and is based on client satisfaction.
“We are incredibly proud to be acknowledged for the quality of service we provide,” said Franchimone. “Our individual success is directly tied to our supportive team and the strong relationships we maintain with loyal plan sponsors and companies across the nation.”
Showcased in San Diego Magazine, the annual selection process is administered by an independent third party, Crescendo Business Services, who evaluates criteria in more than 40 markets across the United States. The prestigious designation evaluates wealth managers based upon ten objective criteria areas including client retention rates, client assets administered, and a favorable regulatory history. Consumer surveys are also conducted to review any consumer complaints against the firm.
“It is truly an honor to receive this award as it is a symbol of the overall quality of service Retirement Benefits Group delivers to our clients,” said Deatherage.“We represent only a fraction of the talent and expertise that make up the larger Retirement Benefits Group staff.”
About Retirement Benefits Group
Retirement Benefits Group is a supportive group of nationally-recognized retirement plan consultants with headquarters in Southern California and 12 affiliate offices nationwide. Our goal is to provide comprehensive, non-biased guidance to institutional clients and their employees. We specialize in providing customized retirement plan consulting strategies, executive benefits, and retirement management services to companies of all sizes throughout the United States. We provide risk management strategies for fiduciaries and custom strategies designed to help participants to retire. We consistently re-define best practices for plan level fiduciaries and their participants. The Retirement Benefits Group team was awarded PLANADVISER’s “2012 Top 100 Retirement Plan Advisers” and is consistently recognized nationwide for their retirement plan consulting expertise. For more information, please visit
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.