CoSource Financial Group, LLC is a Louisiana owned financial services firm dedicated to making a positive influence on a person’s retirement years by servicing its client’s, one 401(k) plan and one employee at a time. CoSource works closely with employers to provide their employees with the fundamentals necessary to make educated decisions and encourage behavior that proactively prepares a person to save for retirement. CoSource also works very closely with our client’s third party administrator (TPA) to create a seamless team that keeps all parties moving in the same direction.
CoSource not only provides expertise to consult on corporations retirement plan design, but also provides the 'boots on the ground' to implement needed strategies. From investment selection and monitoring to vendor benchmarking and employee education, we will work one-on-one to positively affect an employer/employee’s retirement outcome.