Services
Group retirement and employer-sponsored plans are something we specialize in at Strategic Capital. We help manage some very large group sponsored plans, plans that help ensure retirement for a lot of folks in Texas, and even beyond. Our team is well-versed in how to keep compliance concerns at bay, and improve plan ownership benefits for participants, while taking the bulk of administration off of your hands. We are specialists in employer-sponsored plans, from defined benefit plans, to 401(k) plans, to 403(b) plans for nonprofits and organizations, and beyond. If you need help figuring out what makes the most sense for your business or organization, look to Strategic Capital to get the guidance and resources you need to establish the right type of plan, and to maintain the plan properly.
We help employers, businesses, and organizations design, implement and manage group retirement plans and sponsored plans for employees. Employer sponsored retirement plans in Austin can mean significant tax advantages, and better benefits and employee retention. Executives, owners, and employees can benefit, and save more tax-advantaged money for their retirement with group retirement and employer-sponsored retirement plans. We help companies take care of their employees, using smart group retirement options. Whether a steward to only yourself, you are responsible for serving as a fiduciary to many, or you want additional fiduciary oversight services, we’ve got you covered.
Group plans and sponsored plans offer excellent tax-advantaged planning for business owners. They also help employees accomplish more for their retirements. And when your employees are taken care of, they stay longer, and have better morale. Our business financial advisors help business owners and organizations identify areas of opportunity, design and implement solutions to capitalize on those opportunities, and then implement and monitor them. Our process focuses on compliance, administration, and education. We’re built to help you understand the planning needed to meet the needs of your employees and to plan for future wealth goals. We’ve built a team of retirement plan consultants built to prioritize the needs of our clients.
Group sponsored retirement plans have the potential to provide great benefit to both you and your employees. They can also be hard to navigate, and that’s where advisors like Strategic Capital come into play. You need someone that can help you create the plan that’s best for you and your employees and then maintain and keep that retirement planning compliant. We are fiduciaries, and we have a prudent team of experts who subscribe to best practices and case precedent to help design, implement, administer, and monitor company sponsored retirement plans for you and your business. We also specialize in providing education to help ensure your participants are utilizing the plan and have chosen the right strategies for themselves. Here are some of the group retirement plans we can create and/or support.
Insurance products offer protection and can be beneficial to your employees and your company mutually. Your employees look to you to provide solutions that they may not otherwise have access to, and group benefits can do that, including group insurance or business insurance strategies. A wide array of planning and options exist for you as a company administering an employer sponsored benefit. These strategies can not only help protect your employees, but also protect your business while creating certain tax advantages for your organization.
We are a business consultant and we offer strategies that can help you financially from a planning perspective. Our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using our Strategic Capital network of professional partnerships, we are able to provide solutions for almost all of your needs at both the employer and employee levels. This can mean that you have access to better risk management, financial, and tax planning options.
Client Experience
I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.
We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.
Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.
I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%
Selected client reviews from Google.
Read all reviews on GooglePlease note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.
Start with a conversation
Schedule an introductory meeting with Strategic Capital to discuss where you are, what you are trying to clarify, and what a coordinated plan could look like.
This website is designed and maintained with WCAG 2.2 Level AA as our current accessibility target. Accessibility feedback receives priority review.
