Who We Serve

INDIVIDUAL INVESTOR/ACCUMULATORS

What are their top concerns?

  • Focused on growing wealth and investing
  • Want to establish a safety net
  • Want to achieve freedom and independence
  • Want to get on the right path early and stay there
  • Want to pay off debt
  • Want to gain a clearer understanding of their assets/liabilities (insurance, 401k, taxes, etc.)

Why us?

  • We are a partner for life and will adapt to life changes
  • We find undervalued opportunities and seek to maximize long-term growth
  • We will design a long-term plan
  • We perform periodic check-ins to ensure continued advancement and forward momentum
  • We help avoid the coulda, shoulda, wouldas later in life

NEARING RETIREMENT/RECENT RETIREE

What are their top concerns?

  • Having enough money to last
  • Requiring a certain amount of money each month
  • Concerned about market turns that could impact their asset value
  • Not having to rely on their adult children for support
  • Providing for dependents

Why us?

  • We can customize a retirement account to produce a desired income level
  • We can implement an effective distribution strategy
  • We look for ways to maximize asset value
  • We help folks avoid a sell-off in a down market
  • We consider medical and extended care expenses
  • We help you provide for your loved ones

COMPANIES NEEDING HELP WTH 401K PLANS

What are their top concerns?

  • Need to achieve compliance with Dept. of Labor
  • Don't have time to manage
  • Concerned about audits
  • Want to provide a competitive plan to attract and retain employees

Why us?

  • We can streamline the management of a company's 401k program
  • We free up resources and time
  • We ensure that the firm remains in compliance
  • We help educate employees on their options and give them the tools they need
  • We manage and maintain all records in a way that's organized and easily accessible
  • We help ensure that the company's offering is robust and competitively priced
  • We stay on top of the latest industry changes
  • We will even assist with employee benefit plans (life/dental/disability insurance, HSA etc)