We provide Retirement Plan Investment Management and Strategic Planning to small companies and professional practices. We provide independent investment advice from Industry leaders and can provide a full range of Fiduciary protection for employers/Plan Sponsors. We specialize in “Employee Financial Wellness”, making sure your employee participants have full knowledge of the Plan benefits helping coordinate with their overall financial situation. Leading to increased participant satisfaction, and your ability to attract and retain quality employees.

Our areas of expertise include:

• 401(k) Including “Bench-Marking” your current Plan.
  
• Simple IRA
  
• SEP IRA
  
• Plan Design
  
• Investment Selection & Advisory
  
• Fee Analysis
  
• Fiduciary Liability Protection
  
• Employee Education