Every member of our team plays an integral role in our success.
We work cohesively, exercising our various skills in research, strategy, consulting, client services, and administrative support. Our strength wholly lies in the sum of our parts. Our firm’s founders, strategists, and consultants average over 13 years of experience.
Our advisors have established relationships with many of the major and newer fund companies allowing us to give even our smaller plans the option to funds normally only available to large plans, all while keeping the plan affordable.
We strive to be upfront about all the plan costs. There are no hidden fees here! We even layout clearly the projected annual fees by both the employer and the participant reducing the stress of unexpected costs.
Our company was built on the idea of providing professional and personalized services without sacrificing quality. We are always seeking new ways to bring our customers the most advanced retirement plan features out there. Our team members regularly undergo training to stay current with all the complex regulations so you can have piece of mind that your plan is designed for the protection of you and your employees.