Introduction
As an independent investment management and financial planning company, our team has over 50 years of combined experience establishing, maintaining, and growing retirement plans for companies and their employees. We partner with top service providers to deliver high-quality, scalable retirement plan solutions. Our role is to guide you from plan creation through growth — ensuring your plan adapts as your business grows while keeping costs transparent and reasonable.
Our Approach
- Plan Selection & Management — Select, implement, and manage the right retirement plan for your organization.
- Provider Coordination — Coordinate with recordkeepers, TPAs, and other service providers.
- Ongoing Oversight — Monitor investments and fiduciary obligations with a documented cadence.
- Participant Education — Educate and advise employees to improve retirement readiness.
- Plan Design & Objectives — Optimize participation, compliance, and retention.
- Retirement Readiness — Empower employees with tools, education, and advice.
- Investment Monitoring — Ongoing assessment, IPS creation, and benchmarking.
- Fiduciary Support — Tools, documentation, and compliance guidance.
Choose the Path That Fits Your Needs
Service Offering
- Annual committee meetings
- Social Security & Medicare planning
- Investment policy creation & monitoring
- Participant enrollment support & financial education
- Fiduciary documentation & due diligence file creation
- Ongoing benchmarking and governance
