We work with you to optimize your retirement plan via reduced fees and better investment options, and to ensure that you and your employees reach your retirement goals more efficiently and on schedule!
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​Plan sponsors are fiduciaries and are held to very high standards.
Orchid is a trusted fiduciary financial advisor and can help plan sponsors meet these standards. ​​

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Educating your plan participants is another area that Orchid will assist with for your company. We will provide the support and information that employees need and help to increase plan participation. 
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Orchid aims to improve your plan's investment options as well as simplify it; all while helping plan sponsors meet their fiduciary obligations. ​
We realized that we could help greater numbers of people faster by addressing the employer retirement plan market. 401k plans and others are often the greatest sources of retirement income for most people outside of social security.

​By working with employer retirement plans and helping participants, more people can reach their retirement goals sooner via freed up money to invest. ​​​​​​

"Beware of little expenses. A small leak will sink a great ship."       Benjamin Franklin

Save money on fees. 
​Orchid's gift to our clients!
We can likely save you and your employees money by reducing fees; fees that can negatively impact investing goals. A reduction in fees means more money can be invested and goals may be reached sooner.​
  • We team up with you to help you meet your fiduciary duties while reducing hidden costs to you and your participant employees.
  • Our strategy is to help you to create a simple low-cost plan and improve participation via education.
  • Orchid helps employees reach their retirement goals as soon as possible.
  • Your blueprint to financial freedom starts here!
  • Schedule a free consultation appointment.
    Call Seth personally at (650) 334-6104.

Your team deserves the best perks!
You have the best people, give them the best retirement plan with rock bottom fees that other companies don't offer. At Orchid, we will beat any plan to give your team the highest quality service and financial results that they would expect from themselves.  
Here's what to do first!
1. Call Seth at (650) 334-6104 to get started!
2. Schedule a phone or in person free consultation that will take about 20-30 minutes.
3. Seth will share methods on how to reduce fees, save money and improve
    investment options while simplifying the plan, meet fiduciary obligations and 
    comply with ERISA guidelines.
4. The focus will be to benchmark your current plan.
5. The goal is to implement a new plan! 
6. Some of the PERKS with Orchid is the ongoing guidance
    and service to participants.
7. Give your team the best and schedule an appointment TODAY!
8. You can also call right now if inspired!

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seth@orchidwealthmanagement.com  
​(650) 334-6104