Why Partner With Us
We want to partner, not compete for business. We do not provide investment advisory services, nor do we want to. We're happy managing the technical aspects of compliance and administration.
Deep Knowledge of Vendor Platforms
We pride ourselves on our independence. Our broad knowledge and experience with a large variety of vendors gives us the flexibility to tailor our service to you.
We ruthlessly protect our independence. We do not accept sales commission awards from vendors, and maintain strict adherence to the ASPPA Code of Ethics.
Credentialed and Experienced Team
We serve hundreds of local businesses, and partner with many financial advisors, CPAs and attorneys. After 10 years of compounding knowledge, we're confident we can handle the most complex of technical issues.
Our staff includes IRS Enrolled Retirement Plan Agents, Certified Pension Consultants and Qualified Pension Administrators.
Our subject matter experts are available by phone or email to answer your questions. We provide direct access at no cost to you.
We have dedicated resources and a menu of services to help you develop new business. At your request, we'd be delighted to support you with:
- Plan Design Illustrations
- Vendor Reviews
- Joint Prospect Meetings and Finalist Presentations
Sales are important, but relationships are priceless.
We work hard to earn your trust by offering an ongoing service platform to you and your clients.
CUSTOMIZED RETIREMENT PLAN SOLUTIONS
PLAN CONVERSION AND TRANSITION SUPPORT
360 DEGREE COMMUNICATION
sponsor and advisor education
Hands on support
We are dedicated to serving the many advisors we work with today, and building relationships with new ones.
If you need anything, just ask us.