Employer Services

Our value added service programs are designed to provide industry leading financial advisery services for our clients.

We offer these programs in partnership with National Financial service providers and Insurance Companies that are top rated in their specialties.

As an Independent financial services company, we offer "Open Architecture" services that allows for fully customized employer retirement plans, at a fraction of the typical plan cost!

In conjunction with our partners, listed below, we have the experience necessary to deliver fully compliant, Fiduciary focused retirement plans to meet the goals of your organization.

 

Our 401K, 403(B) and IRA plans are fully compliant with the Department of Labor's "Fiduciary" ruling, effective April 2017. Our programs  focus on "best interest services" for plan participants!

Our Partners

Services
  • IRA / Roth / College

  • 401K / SEP / Simple

  • Custom Portfolio Review

  • Investment Plan Design

  • TPA / Trust Services

  • Fiduciary Compliance Review

  • Employer Health Plans

  • Self Funded Plans

  • Education Programs

  • Financial Planning

  • Succession Planning

  • High Net Worth Services