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RETIREMENT PLAN SERVICES
No proprietary investment or administrative products
Can work with any record-keeper, mutual fund company, or investment company
Access and evaluate the Marketplace on our client's behalf
Seek long-term relationships with our clients
Not a "high-volume shop"
Comfortable as either Fee-for-Service Advisor or Broker of Record
Can act as a fiduciary
Services can be comprehensive or "a la carte"
Will customize materials and report designs to fit clients' needs
Start of each relationship we set goals and objectives via a written Service Plan
We then track the timing and frequency of each service delivered
Report all deliverable on our secure plan sponsor portal
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