Our Services

Business Owners

If you own a business, large or small, and you’re looking to start a retirement plan or evaluate your current one, we can guide you.

With no two companies being alike, we can help with the design or redesign of a retirement plan to meet the wants and goals of your business.

Staying within the rules and regulations can be daunting, but you don’t have to go it alone.

We’ve teamed with talented professionals that have years of experience and advanced technology to help from the beginning consultation, plan design, documents, administration, and compliance testing.

We help you focus on your business by providing plan administrators, not call centers. We make it easy.

Wealth Management &Advisory Services

Grow, preserve, and protect your wealth with the Dakota Advisory Team.

Our team is partnered with a fee only Registered Investment Advisory (RIA) firm, RIA Advisory Group LLC, that was founded in 2008. Our advisors provide investment management, advice and planning services to families, physicians, and small businesses nationwide.

Our goal is to treat clients with integrity and follow the highest ethical and fiduciary standards. We offer transparency in everything we do.

For more information about our advisory services go to: www.riaadvisorygroup.com

Income in Retirement

You’ve saved money. You’ve invested. But do you have enough?

The number one fear of most retirees is running out of money. Will it last? If you would like to know, you should. We can show you how.

Our process is called ‘My Plan After 50’. This process looks at all of your pieces; social security, pensions, retirement savings, real estate, investments, etc. When do I turn income on? How does income tax affect things? What about inflation? What if the market crashes?

Have we addressed the 8 key retirement risks? We look at all of these questions with you. Simple, straight forward and easy to understand.

Watch the video to learn more.

Disclosure

Dakota Advisory Team advisory services are offered through RIA Advisory Group LLC, an SEC-registered investment adviser (CRD #152566). Registration as an investment adviser does not imply any particular level of skill or training. RIA Advisory Group LLC may only transact business in states where it is properly registered, or is excluded or exempted from registration requirements. This website is not a solicitation of advisory services to residents of any state where the firm is not so registered or excepted. The information on this website is for general informational purposes only and does not constitute individualized investment, tax, or legal advice. Please consult your own investment, tax, or legal professional regarding your specific situation before making any financial decision.

For additional information about RIA Advisory Group LLC, including our current Form ADV Part 2A Brochure, Form CRS (Client Relationship Summary), and Privacy Notice, please visit RIA Advisory Group's Disclosures page.