Retirement Plan Consulting Services

 

 

As a trusted adviser to our clients, we are committed to adding valuable insight through a broad range of consulting services.  Our services are designed to assist clients at every stage of the fiduciary process.  We utilize a fiduciary process comprised of 23 practices that have been created by the Center for Fiduciary Studies.  The practices are designed to provide a framework for a disciplined investment process and are organized under a four-step Fiduciary Quality Management System.  The goal of this fiduciary process is to provide clients with a superior retirement plan that offers:

  • Custom plan design,
  • Complete plan administrative services,
  • Full fee disclosure,
  • Investments that are selected and monitored using a defined due diligence process, and
  • Tailored participant advice and/or educational services

We provide two levels of service - Comprehensive and Targeted.  To learn more, please click the links below.

 

Fiduciary Quality Management System

Comprehensive Serivce

Targeted Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck