Retirement Plan Advisory Services

The Department of Labor (DOL) has guidelines and expectations for how plan sponsors oversee the operation of their retirement plans. They REQUIRE that retirement plans be monitored and operated for the exclusive BEST INTEREST of the plan participants. There are Best Practices that we follow to help companies meet these and the needs of their employees.

As investment fiduciaries, we act with a higher standard of care and trust for our clients and their finances. We are independent and committed to act and recommend for your best interest and the interest of your plan participants.

As retirement plan advisors, we strive to ensure that the plan meets the needs of the participant(s) and helps them towards a financially secure retirement. 

We regularly monitor how each investment within the Plan is performing and, when necessary, make recommendations for changes to help ensure that your money is working just as hard for you as you are for your money.

Part of our services also include ongoing education and enrollment meetings. We help you understand and decide what is best for you based on where you are and where you want to be in the future.