Who We Serve

We serve two sets of clients:

• Discerning individuals with substantial assets, estates and trusts.

• Small and medium sized employers with employer-sponsored retirement plans ranging from $1 million to $ 20 million in assets, who are serious about helping make a meaningful impact on their employees’ retirement readiness. We help design, consult with, help implement and service such retirement plans.

Our goal is to develop deep, long-term relationships with our clients. Trust is paramount in our work. We strive to build close bonds that enable us to really understand our clients' needs. We are dedicated to serving each of them in the most appropriate and meaningful way.

We seek to strengthen relationships by engendering trust at least three levels

1. Trust in technical competence & know-how
2. Trust in ethical conduct and character
3. Trust in empathetic skills and maturity

Types of Retirement Plans
Overview of IRS rules governing 401(k), SIMPLE IRAs, SEPs, etc.

Choosing a Retirement Solution for Your Small Business
Overview of retirement plan options and comparison chart (IRS Publication 3998).

Webcast – Easy Low Cost Retirement Plans for Your Small Business
How to start and operate a low-maintenance retirement plan.

Benefits to Starting a Plan

Benefits to Starting a Retirement Plan
Why the right retirement plan is your best bet for retirement security.

Now is the Time to Start a Retirement Plan
Colorful illustration of the top 5 benefits to starting a plan.

Hints for Buying a Plan from a Vendor

Tips for Employers Using Pre-Approved Plans
Questions to ask your service provider about your adoption and service agreements.