Secure Your Future with Nepsis
Nepsis retirement services provides Fiduciary advising on setting up and managing all employer sponsored plans such as 401(k)s, 403(b)s, cash balance plans and more. Our value proposition centers on investment flexibility and transparency, complete independence to collaborate with all providers, pro employer plan design and a dedicated specialist to maximize qualified plan benefits — ensuring your retirement strategy aligns with your unique financial vision. Our Family Office Framework is a key benefit of working with Nepsis.
In addition to our full range of retirement services, you and your team have access to our capabilities for financial planning, investment management, tax solutions and a range of business advisory services. This comprehensive approach is an important differentiator compared to other plans.
Why Trust Nepsis for Retirement Planning
- Customized Investments: Flexibility and transparency in building your retirement portfolio
- Unbiased Provider Access: Collaboration with all providers for optimal solutions
- Employer Plan Excellence: Pro designs enhance business and employee retirement benefits
- Dedicated Support: Hands-on service maximizes your qualified plan advantages
- Holistic Planning: Integration with your overall financial strategy
Investment Flexibility and Transparency
We provide a diverse range of investment options, allowing you to customize your retirement portfolio based on your risk tolerance and goals. Our transparent process ensures you understand every decision, with clear reporting and open communication about performance and fees.
Complete Provider Independence
As an independent firm, Nepsis works with all financial providers, free from proprietary biases. This enables us to select the best solutions — whether group annuities, mutual funds, CITs or alternative investments — to optimize your retirement savings across platforms.
Pro Employer Plan Design
We craft employer-sponsored retirement plans such as 401(k)s, 403(b)s, cash balance plans and more, tailored to your business’s needs. Our designs enhance employee benefits while maximizing tax advantages and compliance, supporting your company’s financial health.
Dedicated Specialist Support
Each client is assigned a retirement specialist who leverages deep experience to maximize benefits from qualified plans, including catch-up contributions, Roth options and tax-deferred growth strategies, ensuring every opportunity is fully utilized.
Clarity Roadmap
Your goals, our process.
Everyone has a different destination in mind, requiring a different roadmap. Our 5-step Clarity Roadmap solution keeps you moving in the right direction to reaching your long-term goals.
Our proprietary assessment provides insight regarding your complete financial picture and all areas of financial planning.
By reviewing the results of the Clarity Assessment, we develop a personalized Clarity Compass. This is a detailed profile of your financial picture in six different categories: Financial Situation, Investment Portfolio, Retirement, Risk Management, Tax Planning, and Estate Planning.
Meet with an Advisor to go over your complete financial situation to identify opportunities to strengthen your portfolio. Your Advisor will bring in your dedicated professional services team including tax planners, CPAs, financial planners and estate planning specialists.
Based on your meetings, your team will prepare a comprehensive action plan for all areas of your financial well-being including: wealth management, tax strategy, insurance, estate planning and retirement plans. We will work closely with your Advisor to create the action plan that works best for you and your family.
You and your Advisor will monitor your progress towards your objectives to make sure you are on track and have the peace of mind needed to enjoy more from life.
Thought Leadership
Are you ready to Gain Clarity?
Take the first step towards a more intentional, personalized financial journey.
Meet With an Advisor