Vision:
The retirement landscape in our country has shifted. Pensions are disappearing and Social Security benefits can no longer provide all of the income needed for retirement. Selecting the right combination of investments and the proper plan design is a challenge.
Our solutions reflect a thorough analysis of the key issues affecting your organization and the retirement plan of your organization’s employees.
Deciding on what mix of investments we choose is at the heart of what we do. We strive for consistent, long-term performance without undue risk, using state-of-the-art techniques to address the financial needs of your employees.
Our Partners:
- Howard Simon & Associates – Delivers plan design, regulatory compliance, daily administration and record keeping services.
- TD Ameritrade Trust Company (Custodian) – Offers asset custody to your plan including distribution processing, comprehensive back-office support services and mutual fund revenue recapture and re-distribution to the plan.
What we can help you with:
- Defined Contribution Plans
- Defined Benefit Plans (Cash Balance)
- Executive Benefit Plans
- After Tax Payroll Deduction Programs
- IRAs
- 529 Plans
