Retirement Plan

For individuals and small- to mid-size businesses, we provide a careful evaluation of qualified retirement plan options. These include but are not limited to 401k, 403b and SIMPLE IRA plan startups, modification of existing plans, effective rollover and long-term distribution strategies and comprehensive recommendations on how to improve overall plan performance.

Competitive Advantages:

Independence - We custom build retirement plans one plan sponsor at a time. Our plan investment options reflect the characteristics of the participants. Fund selection is based entirely on what is best for the plan. Fortunately, we are not burdened by a warehouse of high-cost, poorly performing legacy investment products as is the case for competitors who lack our independence to simply choose the best investments. We don't push house brand, high-cost funds nor do we answer to a parent insurance company, bank or financial conglomerate..

Experience - We offer nearly three decades of investment knowledge and proven results across multiple market cycles. In addition, we managed a top-performing equity mutual fund. This experience well equips us to evaluate and identify the characteristics of a successful fund investment.

Customized, personal service - Our industry-leading investment counsel services are made directly available to plan participants. We have firm commitment to continual investor education and transparency in our performance and process. We act with integrity and candor in all we do to help you meet your goals, and understand what it takes to get there. Ultimately, our aim is to make the retirement plan so valuable it is viewed as a recruiting tool for sponsors and an employee benefit for participants..