Services

Our Services

We offer tailored financial services along with investment management to help you pursue your unique financial goals.

Let's Talk

Aiding plan sponsors through procedure, implementation and service.

Assist with establishing and maintaining defined fiduciary processes for plan sponsors.
Plan design assistance based on employee demographics.
Review, update or assist with developing the Investment Policy Statement (IPS).
Provide proper due diligence and fund selection assistance through open architecture and IPS utilization.
Review and support implementation of a defined process to further facilitate the investment committee
in monitoring and managing the retirement plan.
Serve as 3(21) co-fiduciary and provide suggestions for potential 3(38) investment managers.
Personalized individual or group participant enrollment/education.
Comprehensive Life Planning available to all 401(k)/ 403(b) participants.
Annual or quarterly plan health reviews utilizing recordkeeper performance analysis.
Quarterly fiduciary investment reviews utilizing Fi360.
Conduct plan benchmarking; coordinate RFP or RFI every three years via defined process.
Provide, prepare, and remind plan administrator to keep Fiduciary File up to date.
Will assist with Department of Labor audits if necessary

Providing a harmonious experience for plan sponsors and creating an enhanced participant experience is our goal.

Developing customized strategies for navigating life’s paradigm shifts.

Developing customized strategies for navigating life’s paradigm shifts.
Assess current life situation. What are your needs, wants and wishes?
Plan for a baby, plan a wedding, navigate divorce, buy a boat, or indulge in
extravagant vacations.
Assist with setting goals for Retirement.
Downsize your home, more travel, beach house, mountain house, or hobbies.
Review of all assets, debt, insurances, tax information as well as legal documents such as
Wills, Trusts, POAs.
Are you maximizing your employment benefits? Are you properly utilizing your
401(k) or 403(b)? Is your mortgage competitive and meeting your needs? How
old is your Will or Trust?
Work with strategic partners to clear up any identified issues.
Conduct a thorough risk assessment to establish a foundation for proper investment
allocation.
Compose a comprehensive plan that functions as your dynamic strategy for life.
Familial and generational planning is implemented to facilitate a cohesive and long-term
working relationship.
Legacy planning is incorporated to help ensure your loved ones and charities are well
cared for in your absence.

Being your trusted guide and confidant is our goal.

Investment Planning

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Retirement Strategies

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Estate Strategies

An estate strategy involves more than updating key documents. Let's build a strategy to safeguard your legacy with a comprehensive estate strategy.

Social Security Strategies

Social Security can play a key role in your overall retirement strategy. We'll work together to build a customized Social Security strategy.

Debt Management

Develop a personalized plan to get out of debt and achieve financial freedom.

Financial Education

We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.

Have a Question?

Let's Talk