Our firm was founded on the belief that personal relationships matter. Even in this fast paced world we live in, we still believe delivering personal service and independent investment advice matters to our retirement plan and individual clients.
Our clients have told us that the best value for them is integrated, systematic and holistic retirement plans, strategies and implementations and underscores our commitment to:
Our goal is to provide you with a central planning and implementation point of contact that saves you Time, Money and Distractions allowing you to focus on operating your business.
Choosing to work with us means you will work with one of our retirement plan professionals who has earned either one or multiple financial services designations that denotes they meet certain competency, professional and ethical standards established by the granting organization.
Working with us means you will have access to individuals that have pursued and obtained designations such as Chartered Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Counselor (CRPC®) and others in order to serve you better.
You can meet our team here and view their retirement plan experience and credentials:
Investment Advisor Representative
Dennis is a CERTIFIED FINANCIAL PLANNERTM Professional and is an Investment Adviser Representative of Voya Financial Advisors. He focuses in retirement planning including accumulation, preservation and distribution. He has a Bachelor...
John is a Chartered Retirement Plan Counselor, an Accredited Investment Fiduciary and is an Investment Adviser Representative of Voya Financial Advisors. He focuses on retirement planning including accumulation, preservation, and...