Our Services

Service Provider Search

Finding the right service provider or providers for your retirement plan can be an overwhelming task. At Lucid Advisors, Inc.®, we can guide you through the process of selecting new providers by assisting in the development of a Request for Proposal (RFP), reviewing the proposal, and making appropriate recommendations. With our many years of experience on both sides of the RFP process, we help ensure that the best providers are found for your specific needs.

Service includes:

  • Development of Request for Proposal (RFP)
  • Analysis and compilation of proposals from potential providers
  • Objective comparison of the relative strengths and weaknesses of each respondent
  • Fee/contract negotiation
  • Complete project management including ongoing communication and coordination with all parties

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Our expertise is just a click or call away. Let our team help you make the next step in your financial success!