We provide objective and fully independent recommendations. Our commitment is to you and your employees.
Maintaining an appropriate retirement plan for your company often seems like a daunting task – especially when you consider all the variables in running a successful business or organization. Our role is to provide top-level guidance to your company’s or organization’s management team and committee members on all aspects of plan operations.
Serving as your advocate and liaison, our goal is to ensure you receive the highest standard of service, the most competitive overall plan fees and all of the services and resources available from your provider. Your best interest is our only interest.
By guiding you through the investment selection and fiduciary process, we are integral in helping meet your fiduciary obligations. For every client, we follow our carefully-prepared process. We will constantly monitor these processes, document and detail decisions, implement and monitor any recommended changes and make refinements to the overall process as your goals change.
Our core services are: