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.
Our clients rely on our consultants’ broad base of experience covering over twenty-five years, hundreds of corporate plans, and thousands of participants.
Complete services include vendor search and replacement, investment architecture, fund selection, and ongoing investment & vendor monitoring.
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.