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Our Firm

What We Do For You
Choosing and maintaining a retirement plan can be a difficult task for even the largest of companies. It can be an overwhelming task for many medium and small size companies alike. The process of selecting a provider, implementing a plan and keeping it current is no small job. We can help your company save valuable resources and tailor our services to meet your unique needs and help you develop a strategy to aid in the success of your plan.

Our Business Philosophy
For many companies, understanding the intricacies of a retirement plan is a mystery, both complex and intimidating. Inexperienced companies are often disappointed because their retirement plan programs fail to achieve the desired results.
One approach to providing a retirement plan strategy is based on identifying the clients' needs before any program decisions are made. This process begins when you, the client, are asked to define your program goals. It moves on to consider what level of sophistication is comfortable for you and your employees and the time frames for meeting retirement plan program goals. If your goals, risk tolerance and time frames are established at the start of a retirement plan program, the likelihood that your program will help you and your employees work towards the goals is greatly enhanced.

Today, companies are seeking easier, smarter ways to build a retirement plan program and implement an employee benefit that achieves employee loyalty and financial goals. We are here to meet that need.

Our Retirement Plan Professionals
With over 30 years combined retirement plan administration and consulting experience, our retirement plan consultants work with businesses to design and implement customized retirement plan strategies We follow through on our commitment by ensuring our clients receive outstanding service.

Our independent advisor-based approach will help you meet your responsibilities as a fiduciary:

  • Evaluation & selection of a suitable provider
  • Design and review of an investment portfolio
  • Plan design and compliance
  • Participant education programs
  • Plan administration capabilities
  • Legislative compliance with 404(a) and 404(c)

Your commitment to our relationship:

  • Notify us of events that impact your plan
  • Contact us for any reason
  • Referrals for new business
  • Patience and understanding when the market fluctuates
  • Discipline to stay with your plan to remain invested for the long-term

Your Retirement Plan Program Journey
Implementing and maintaining a retirement plan program is a journey with now as your starting point and your dreams and goals as the final destination. As your advisor team, we promise to be there with you and your employees the entire way. Our team will keep your interests first, and we'll make sure you are always on track with your retirement plan program.

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