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Our Mission Statement 

For over 20 years we have focused on retirement services for small and mid-size businesses. Our dedicated team of financial professionals will take the time to understand your business. This allows us to help create successful outcomes by protecting you, the business owner, while engaging your employees in helping them build a secure and prosperous future for them and their families. 

We believe that all employees deserve to retire with dignity and sustain that dignity throughout retirement. We believe that improving participant outcomes help the employees and the company to succeed.

Build Today to Own Your Tomorrow!

How we conduct business and what you can expect

Our dedicated team of financial professionals works collaboratively with small and mid-size businesses and their business owners to optimize their personal wealth. Leveraging the assessment tools available through our premier retirement plan management platform we design a personalized retirement plan for you and your business based on our mutually identified plan design requirements and goals. Core focus areas include:

Creating a plan design consistent with company policy  Balancing provider fees, services, and investments
Selecting skilled investment managers  Help choose the best fit TDF that is right for your plan
Provide guidance for fiduciaries Helping participants pursue retirement income potential

We work best with retirement plans having $2 million to $48 million in plan assets. Not there yet?  Give us a call to discuss how we assist in opening start-up plans with plan assets through $1.5 million.


Your Future

Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We’ve found, open and honest communication has been the cornerstone of our success resulting in many long-term relationships.

Please take the time to explore our website. You will find it filled with educational videos, articles, slideshows, and calculators all designed to help you understand the retirement plan landscape better. As you search our site, send us a note regarding any questions you may have regarding an investment concept, product or fiduciary concept. We'll get back to you quickly with a thoughtful answer.

Considering Changing Retirement Plan Providers?

If you’re considering changing your plans provider, here’s a quick read of a few of the things you’ll want to consider and evaluate before you do so.

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