Our experienced team is here to offer you ongoing guidance and planning.
Saving for retirement should not be a passive exercise.
We encourage involvement and proactivity among our investor clients by offering the tools and technologies that inform, educate and hopefully inspire your participation.
As both resource and Advisor, we drive the development of a winning investment lineup.
We work closely and efficiently with company fiduciaries in identifying investment opportunities that will form the basis of effective retirement savings plans.
Transparent and straight-forward disclosure of all fees and expenses.
No double talk, no surprises, no confusing industry jargon. You will have a clear understanding of all fees presented in a timely and frank manner.
Establishing benchmarks and ongoing performance monitoring keep us on a path to success and adherence to our investment objectives.
Ongoing evaluation and critical review of plan performance will guide current and future decision making, and ensure that our investment strategies are contemporary and forward thinking.
The “Exclusive Purpose Rule” of the Employee Retirement Income Security Act, or ERISA Section 404(a)(1)(A) requires a fiduciary to discharge their duties with respect to a plan solely in the interest of the plan participants and beneficiaries and for exclusive purpose of providing benefits to participants and defraying reasonable expenses of administering the plan.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage
Investing with Your Heart
Investment Advisor Representative
Retirement Plan Coordinator