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RETIREMENT PLAN ADVISORY &
FIDUCIARY SERVICES

PRACTICE AREAS

OUR
SERVICES

401k PLAN DESIGN

We specialize in designing 401k plans that are tailored to your business and your employees' needs. Our plans aim to maximize your retirement savings and aim to minimize administrative burdens.

FIDUCIARY SERVICES & PLAN COMPLIANCE

We act as your fiduciary, helping you to manage your 401k plan in compliance with ERISA regulations and providing ongoing support to aim to ensure your plan remains in compliance.

PLAN ADMINISTRATION

We handle all aspects of plan administration, including recordkeeping, reporting, and compliance testing. Our team aims to ensure that your plan operates smoothly and efficiently.

DIVERSIFICATION

We offer investment advisory services to help you select and monitor the investments in your 401k plan. Our investment advisors will work with you to design an investment strategy that aligns with your goals and risk tolerance.

OUR VISION

OUR MISSION

At Fiduciary Advantage 401k, our mission is to provide exceptional fiduciary services to help you achieve your retirement goals. We are committed to providing you with the highest level of service and support, and we work to ensure that your retirement plan is in compliance with all applicable regulations.

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ATTORNEYS

OUR TEAM

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CASEY O'LEARY

FINANCIAL ADVISOR,

FIDUCIARY ADVANTAGE 401k

Tel: 262-510-0136

casey@trinitywmllc.com

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BOB PULASKI

FINANCIAL ADVISOR,

FIDUCIARY ADVANTAGE 401k

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JOE EZERNACK

FIDUCIARY SERVICES, TRADEMARK CAPITAL®

Tel: 706-534-2351

joe@trademarkcapital.com

CONTACT

CONTACT FIDUCIARY ADVANTAGE 401k

OUR ADDRESS

784 Summit Avenue Oconomowoc, WI 53066

OUR CONTACT INFORMATION

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Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity.

Member FINRA & SIPC

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