Our Approach

We are independent fee-only advisors:

  • No conflict of interest
  • We will be fiduciaries for the selection and monitoring of fund managers for your plan

Financial Solutions — Securing Lifestyles

We guide you through the critical process of selecting your investment options:

  • State-of-the-art investment analysis
  • In-depth market & manager research
  • Fiduciary guidance
  • Focused on enhancing returns and minimizing risk

Investor Education — A Blue Print For Tomorrow And The Next Day

We provide comprehensive retirement planning and education:

  • Investment education meetings for participants
  • Quarterly statements and newsletter for participants
  • Investment management on allocated portfolios

Cost Of Services — Keeping Costs Low

Our low cost formula:

  • Provide highest quality service to a select group of clients
  • Coordinate & control all plan duties and revenue sources
  • Eliminate waste of a la carte pricing for professional and investment services

Summary Of Benefits

Total Retirement Management:

  • Investment Flexibility
  • Integrated Administration
  • Custom Consulting
  • Coordinated Communications / Education
  • Highly Personalized Service
  • Lower Costs