Our Goal

Our Goal is Simple

While we can work with a perfectly clean retirement plan, our expertise is untying knots, answering your questions and solving problems. We love problems. Let us solve yours.

Every business and business owner has unique needs and goals when considering and sponsoring a retirement plan. That’s why we bring a consultative approach to each client engagement. We are able to administer any type of qualified retirement plan with our primary goal being to best understand our clients’ needs and develop several recommendations for consideration. Because we are not tied to specific products or investments, our clients are able to select the best investment platform and investment offerings for themselves and their employees.

Our oversight role in plan implementation means that our clients can be certain their plan will be properly setup and our dedicated plan consultants provide every client a single point of contact for assistance with on-going plan administration.

We also work closely with our clients’ financial advisors and CPAs and our extensive experience allows us to understand the issues that CPAs and financial advisors often encounter as well as their effect on our clients’ retirement plans. This experience allows us to work as a team with our clients’ advisors to anticipate each client’s needs.

To learn more about our consultative approach to retirement plan administration please contact us at [email protected]