Much of the risk evaluation process involves consulting — the use of knowledge and processes to better understand your issues and determine a course of action to remedy or resolve those issues. Consulting takes many forms and involves everything from evaluating hazard risks, financial relationships, processes/procedures, human resource policies, compensation strategies, benefits benchmarking, personal risk management, and much more.
Virtually everything we do at Bearence involves consultative evaluation and advice for you, our customer:
Bearence Management Group and Securities America companies are unaffiliated
Bearence Management Group Consulting Services:
RISK MANAGEMENT REVIEW
Increase your ability to identify both strengths and areas for improvement. Bearence’s business risk review is an investment that will evaluate key risk exposures in your current insurance and safety programs. Our recommendations will assist your management team as it determines effective ways to reduce costs and improve exposure to financial loss.
EMPLOYEE BENEFITS REVIEW
Bearence’s full review of your benefits offerings examines every contract within your program and determines if there are missing elements, redundancies/overlaps, compliance issues, and/or cost savings available with your current programs.
HUMAN RESOURCES REVIEW
One of our certified Human Resources professionals will conduct a comprehensive review of your Human Resources policies and practices. The results will identify your program’s effectiveness and its level of compliance with state and federal employment laws and regulations. We will report findings and recommend ways you can build a solid foundation of employment policies and practices.
Bearence’s Wealth Management offers brokerage advice as part of our financial planning process. We are pleased to provide you with a detailed review of your investment strategy, including current financial positions, asset allocation and investment performance. In conjunction with your Financial Advisor’s knowledgeable advice, our team can help you make informed investment decisions to help you reach your financial objectives. Our dedicated team of Financial Advisors is devoted to developing and delivering comprehensive Wealth Management capabilities designed to best serve our clients. We are committed to working individually with our clients to enable you to achieve your personal objectives.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, (Stephanie Bolles-CFP, Dean Cox, Chris Lawes-AIF, Craig Senn, Tim Papadopoulos, Paul Schulte-AIF, Allen Tyler), Registered Representatives. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, (Stephanie Bolles-CFP, Dean Cox, Chris Lawes-AIF, Craig Senn, Tim Papadopoulos, Paul Schulte-AIF), Investment Advisor Representatives. The Investment Fiduciary standard of care applies to advisory services only. Bearence Management Group and Securities America companies are unaffiliated.
West Des Moines, Iowa
1045 76th Street, Suite 4000
West Des Moines, IA 50266
Mendota Heights, Minnesota
2010 Centre Pointe Blvd.
Mendota Heights, MN 55120
8204 S. 109th Street
LaVista, NE 68128
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