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A Combination of Experience and Intentionality

Consistency is our primary focus when dealing with our retirement plan clients. Regardless of the plan type (401(k), 403(b), 457(b)) we strive to take an extra load off your shoulders by effectively managing your employees’ financial well-being. Our retirement plan relationships begin with an understanding of what your team needs. Nonetheless, if you have a current plan, or if you’re shopping for a new plan provider, we can help you make the best decision. We are familiar with and engage with some of the top custodians in the industry. 

Face-to-face is key. We will be wholly involved in making sure things run smoothly within the plan and will consistently service you on-site every six months. During these visits, we provide educational content on relevant financial planning topics, including market updates, use of the participant website, and even financial wellness for your team. We are more than happy to go over any questions or concerns from the participants and plan administrators. We want to help your company or small business thrive.

Our goal is to provide consistent performance and have a professional, genuine relationship with your company or small business. Our team is here for your team.