Our Commitment to Service

We collaborate with employers on the design, installation, communication and investment over-site of their qualified retirement plans. We focus on maintaining a compliant plan, serving as 3(21) Co-Fiduciaries or 3(38) Investment Managers with the plan sponsor, and partnering with the appropriate Recordkeeper and Third Party Administrator (TPA) to create a unique personalized experience. Employee education is a critical component of our service model. We help prepare employees for their eventual retirement.  As a plan sponsor, it is essential to position your employees with the essential resources they will utilize to plan for a comfortable retirement. Finally, we provide access to investments at their institutional share class, which delivers a lower cost investment program without sacrificing investment performance. Therefore, this provides a significant savings to the plan which translates to reduced fees for your participants, helping them to accumulate more assets in their account.

Investment Services

  • Stocks
  • Bonds
  • Municipal bonds
  • Government Securities
  • Treasury Obligations
  • Mutual Funds
  • ETF
  • Variable Annuities
 

Financial Planning

  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Defined Benefit Plans
  • Non-Qualified Retirement Plans
  • SEP IRA
  • SIMPLE IRA
  • Traditional IRA
  • Roth IRA
  • 529 College Savings Plans
  • Educational IRA
  • Wealth Management
  • Estate Plans
  • Brokerage Accounts
 

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group Health Insurance
  • Individual Health Insurance
  • Payroll Deduction Insurance