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As fee-only advisors, we are not affiliated with a specific
investment house and therefore can offer plans that are
only in the best interests of our clients.
We act as a fiduciary for your retirement plan. We receive
no commissions, referral fees, or soft dollar fees from
any investment provider.
We are members of the exclusive National Association
of Personal Financial Advisors (NAPFA), a fee-only organization
that sets the standards for fiduciary responsibility.
We are also members of the American Society of Pension
Professionals and Actuaries (ASPPA); the preeminent association
of pension plan professionals.
Our plans all contain diversified portfolio choices that
simplify and maximize the returns for participants. Our
goals are to provide the best plan available to your participants
which in turn minimizes your ERISA liability risks as
a plan sponsor.
For a proposal click here >> |
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Our plans contain diversified portfolio choices to simplify
and maximize the returns for participants. Our goals are
to have the best plan available for your participants,
which in turn minimize your liability risks as a plan
sponsor. |
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