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How Are We Different?

  • We have a defined and repeatable processes that allow us to deliver robust financial advice to all of our plan participants.
  • We elected fiduciary status, in accordance with the new fiduciary rule. Our firm was founded on the fiduciary principle and we embrace our responsibility to you and your employees
  • We help Human Resources and your 401(k) team run a smooth and efficient retirement plan.
  • Our background in private equity and investment banking helps us to understand the importance of attracting and retaining employees as well as how a happy employee is more loyal and productive