Our Philosophy

Working with our clients

Our service begins with creating the most functional and cost effective programs for companies.

But that’s not where our service ends. We then dedicate ourselves to bridging the gap between a robust retirement benefit program and employees who may not understand why they should get involved in their plan or how to manage their existing account.

We’re proud of this hands-on commitment with both employers and employees. Those we serve consider us an extension of their corporate family because we’re fully vested in the long-term successes of both businesses and their employees.

Education

Education

There’s a critical difference between information and education. Enrollment books and websites provide information. Education is the process of translating information into an understanding of how and why retirement plan participation matters.

Independence

Independence

We are proudly associated with Commonwealth®, the nation’s largest privately held Registered Investment Advisor/Broker-Dealer. We are free from propriety restrictions allowing us to offer impartial and objective advice to you and your participants.

Specialization

Specialization

Retirement plan service should be your advisor’s core specialty. Our ability to best meet the needs of our clients is in direct proportion to our depth of knowledge in plan design, the legislative agenda and the regulatory environment.

Community

Community

Finances, for better or worse, have a significant impact on the way we think and feel about everything. By working with the local companies who employ our family, friends and neighbors, we can promote financial wellness within this vibrant community we call home.

Aligning Investment & Intention

From shop floors to executive suites, we meet our clients where they’re located. By earning trust and providing easy-to-understand education, we help plan for the road ahead.