Verified recordFinancial Services

Debi Stranman

Sr Retirement Plan Consultant at Prime Capital Financial

Based in Beachwood, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Beachwood

Industry

Financial Services

Company size

317

Contact information

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Email

1 credit

d•••••••@primefinancial.com

Phone

5 credits

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Background

About Debi Stranman

At NFP, our solutions and expertise are matched only by our personal commitment to each client’s goals. We’re a leading consultant that provides retirement plan consulting, employee benefits, commercial insurance, and wealth management solutions. NFP’s Retirement division is dedicated 100 percent to retirement plan consulting (including investment consulting) and employs more than 200 people. Our professional staff is highly credentialed and experienced and includes 30 CFA® charterholders, 12 NFP Retirement National ERISA Team. NFP will serve as either an ERISA 3(21) co-fiduciary or an ERISA 3(38) investment manager. An outline of our services is summarized below: • Fiduciary compliance and education • Plan governance processes and documentation • Investment advisory services • Investment selection and monitoring • Target date fund (TDF) suitability analysis and selection • Custom asset allocation models and TDFs • Asset / liability modeling for defined benefit and cash balance plans • Provider benchmarking / searches / negotiation • Plan design and participant engagement strategies • Participant education / financial wellness / participant advice What makes NFP uncommonly relevant in today’s world isn’t just what we do, but how we strive to do it. We call it the “NFP Way”, and you won’t find it anywhere else. The NFP Way begins with our dedication to helping our clients solve their most complex business and personal challenges. We’re driven to find the right answer for you, not just a formulaic or by-the-book answer. To do this, we focus on the details. Whatever the challenge, we will approach it with a fresh perspective and apply our deep knowledge, creative thinking, and industry experience to deliver a tailored solution. Our personal commitment to our clients is a relentless pursuit of excellence, and we aim to deliver extraordinary results every day.

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Debi Stranman Email & Phone Number @ Prime Capital Financial | Kipplo Discover