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Services Offered


Third Party Administrative Services:

  • Retirement plan recordkeeping and administrative services
  • Affordable Price
  • IRS Audit Guarantee: any CPA time needed for an IRS audit or notice is complimentary as part of our service
  • Customization and amendments of your Plan Document
  • Compliance testing
  • Plan design to reach your goals

Investment Services:

Ability to serve as your plan's advisor with the following -

  • Provide a Platform of Choices - over 18,000 funds available
  • Model Portfolios can be designed by the advisor
  • Ability to self direct investment options
  • Website with 24/7 access to employee's accounts
  • All commissions or management advisory fees will be paid through your related broker/dealer or RIA to you as the advisor

About Our Firm:

  • Access to multiple CPAs on staff
  • Administer numerous employee benefit services nationwide


403b Consultants LLC and Wealth Management LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service. Investment and advisory services offered through the following Registered Investment Advisors: Wealth Management LLC or CBF Wealth Management.