Our Firm

We focus our efforts on working with organizations that are serious about their employee benefits and on individuals who want and need a retirement plan.Our clients include: Retirees, Pre-Retirees, Entrepreneurs, Small Business Owners, and Independent Contractors.

We help business owner’s design and customize a plan that best fits their organization and their own financial desires. Special emphasis is placed on complying with Department of Labor fiduciary responsibilities. We normally start the process by analyzing current plans to determine their exposure to fiduciary requirements and conformance with their investment policy statement.

If you are Retired or a Pre-Retiree, we can help you develop a comprehensive plan for your retirement. These plans include a highly disciplined and structured approach that takes into account each of your goals and then creating a strategy to make sure your assets are properly invested to meet those goals.

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