Retirement Plan Consulting

We specialize in retirement plan strategies for privately held businesses with 1 to 250 employees.  Our clients engage us to:

• Provide owners and key-employees with maximum benefits through plan selection and design.
• Offer a diverse selection of investments.
• Provide competitively priced plan expenses.
• Facilitate high plan participation.

Our approach is objective, balanced and it puts the client first.

Objective: We offer unbiased, independent advice.  We don’t offer proprietary products or have exclusive partnerships with any companies.

Balanced: Our goal is to provide the client with plan flexibility, appropriate education, and a service level that is commensurate to the fees and expenses associated with your plan. 

Client First: We listen and discover the multiple objectives of the plan.  Our process and your plan are centered on you.  Throughout the relationship, we are committed to providing a high level of personalized service to ensure that your plan remains on target to help you meet your goals.