Services for Corporations and Non-Profits

OUR MISSION
To be the consultant of choice by providing customized, objective best fit alternatives for our corporate clients and their employees.

OUR VALUE PROPOSITION
Few financial professionals focus on employer needs; thus most advisors don't understand the level of fiduciary exposure and ongoing service needed. Our practice differs in that we approach our clients from a consultative, objective, and independent manner. Partners, Owners, and Employers come to us in search of something better - service, plan design, provider, education, reporting, fees, etc. Typically, our clients come to us seeking a high touch, consultative advisor to partner with them to provide a comprehensive benefit package in a cost effective and administratively feasible manner. The main concern for most of our clients is their fiduciary responsibility and educating their employees. On many occasions, employees are simply unaware that there are better choices for them and their employees in the market place. We bring our wide breadth of practical knowledge to help serve the needs of the employer.

Over 5 million men and women serve as investment committee members and trustees; though they manage more than 80% of the nation's wealth, neither federal or state agencies provide training and education for them.

Services for Individuals

OUR MISSION
To be the consultant of choice by providing customized, objective best fit alternatives for our individual clients and their families.

OUR VALUE PROPOSITION
We take a holistic approach when planning for individuals and their families by learning not only about their investment goals, but also about their values and goals for their family. We want to plan for their parents’ retirement, their children’s college education, and everything in between.