"The best time to plant a tree was 20 years ago.  The next best time is today."Chinese Proverb

INDEPENDENT

We are independent, not part of a larger financial complex. We are fee and service based, not commission and product based. Retirement plans are our only business, not a vehicle to sell other products or services.

EXPERTISE

Our clients rely on our consultants’ broad base of experience covering over twenty-five years, hundreds of corporate plans, and thousands of participants.

COMPREHENSIVE

Complete services include vendor search and replacement, investment architecture, fund selection, and ongoing investment & vendor monitoring.

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PROTECTION

We act as a co-fiduciary along with our clients, which means we share ERISA responsibility and the liability of running the plan correctly. Our interests are aligned with yours.

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