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Wallace Welch and Willingham Retirement Plan Services

At Wallace Welch and Willingham, we value our clients and provide effective solutions to meet their fiduciary obligations.  Wallace Welch and Willingham, through our strategic partnership with Kelly Carlson of Advizrs, Inc., will provide plan sponsors with an independent perspective leading to a more successful company retirement plan.

Kelly Carlson, Advizrs, Inc., will offer an independent, clear and concise process to managing your retirement plan.  We partner with you through the entire process.  We take a majority of the responsibility for overseeing the plan off your shoulders, so you can focus on your own business. 

We begin the relationship with you by first examining your needs and evaluating the effectiveness of your retirement plan.  We do this by monitoring your employees’ investments and benchmarking your retirement plan provider to make sure they are the best fit at a fair price.  We increase plan participation by meeting regularly with employees to make sure they understand the plan and investing.  We also protect your key personnel from personal legal exposure by implementing simple practices that will fulfill your fiduciary responsibilities.

Through our trademarked processes, including a FiduciaryFitness Program™, we analyze every aspect of your retirement plan.  We are your advocate, and serve only your needs.  We do not represent the provider.                        

Services offered through Kelly S. Carlson, AIF®, CFS, Advizrs, Inc. are designed to:

•         Protect plan fiduciaries and executives
•         Manage investment risk and return opportunities
•         Assist employees with asset allocation
•         Enhance employee participation and understanding
•         Manage total plan costs
•         Increase the employees’ perceived value of their retirement plan
•         Reduce the workload of administering your plan

Kelly S. Carlson, AIF®, CFS

Kelly Carlson has been helping plan sponsors and plan participants build effective retirement plan solutions for over eighteen years.  Focusing most of her time educating clients on plan functions concerning pension related ERISA, IRS and DOL Regulations. 

Kelly started her career as a pension plan administrator, responsible for plan compliance and plan design.  After spending several years consulting on plan compliance and testing, plan operation issues, and plan document options, she began working with many large retirement plan providers where she gained valuable insight into how retirement providers structure retirement plan products.    She has tested, designed, implemented, enrolled and serviced hundreds of retirement plans over her career, including 401(k), 403(b), 401(a), 457 and defined benefit plans.  Her focus now is on helping people retire, working with corporations and non-profit organizations to structure a retirement plan which meets fiduciary standards of excellence and provides the best value for their plan participants.

Kelly is a graduate of The Florida State University, is a member of the Florida West Coast Employee Benefits Council and the American Society of Pension Professionals and Actuaries (ASPPA), and is an Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS).  She also holds several securities licenses through FINRA, including Series 6, Series 65, and Series 63.                                                                                                                                                                                                                                 

Branch Number is FND.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Registered Investment Advisor. Cambridge, Advizrs and Wallace Welch and Willingham are not affiliated.