Broker Check

Our Services

Retirement Plan Services

Retirement Plan Services

  • Offers ERISA 3(21) and 3(38) investment fiduciary services
  • Provides quarterly investment reviews and annual plan reviews
  • Assists with customized plan design
  • Personally conducts engaging employee education and enrollment meetings
  • Meets individually with plan participants to determine financial wellness
  • Provides all employees access to financial advice
  • Oversees new client onboarding, coordinating with the plan trustees, recordkeeper and advisor
  • Manages vendor relationships
  • Provides plan compliance consulting and resolution


  • Disciplined and independent investment process focused on individual client objectives
  • Implement tax aware strategies to maximize client returns
  • Invest in opportunities beyond traditional stocks and bonds, including commodities, real estate, and alternative investments
  • Prioritize communication with clients on portfolio updates and market moving events
  • Monitor and rebalance client portfolios based on market conditions and changing investment needs
  • Collaborate with leading investment research providers to stay on top of market trends and opportunities
  • Clients have direct access to investment decision makers and investment committee members
Financial Planning

Financial Planning

  • Build dynamic financial plans for individuals and families
  • Create strategies to optimize sources of income during retirement
  • Follow regulatory trends to maximize the value of your investments
  • Assess life, disability, and long term care insurance needs





Information Technology

Medical & Law

Manufacturing / Production

Real Estate



Transportation / Logistics



For more information about our firm and the services we offer, send us a quick email or call the office. We would appreciate the opportunity to speak with you.