Retirement Plan Consulting


Our experience in corporate retirement plans expands our focus beyond the basics. We offer expertise in the development and coordination of qualified plans including 401(k), 403(b), profit sharing and pension plans.

Unbiased and Independent

As independent advisors, we provide more investment offerings to plan sponsors, from traditional mutual fund platforms to sophisticated segregated account options. Tailored to the needs of each client, we create options that serve all levels of employees and do so with sensitivity to overall expense.

Broader Perspective, Fiduciary Understanding

Our approach to investment advice is keenly sensitive to plan sponsor fiduciary obligations.  Our ongoing education in Department of Labor and Internal Revenue Code updates allows our clients to manage their ERISA risk and minimize legal exposure. We often act as a co-fiduciary; a true partner in your firm’s retirement plan success.

Personalized Service

We see ourselves in a proactive partnership when handling the complexities of our client retirement plans. We offer education to employees and provide personalized service with our internal staff.

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