Helping to guide you to a confident future

The retirement industry is evolving as people live longer and employees have greater responsibility for retirement savings. With increasing governance demands placed on fiduciaries, businesses need advice from professionals who can help them navigate the unique challenges they face.

• Fiduciary governance
• Objective advice
• Liaison services
• Plan health
• Retirement readiness

No matter where employees are in their careers, we are committed to integrating robust education programs to help your plan participants pursue their retirement goals.

We add value to your employees’ benefits with useful financial literacy education. We understand that each company and its employees we work with are unique, which is why we pride ourselves in delivering an education curriculum that is geared toward each specific company’s culture and conveying it in a manner that is easily understood. Our goal is to become a trusted resource for participants during all stages of their employment.

• Financial literacy
  We provide ongoing education via group seminars, webinars and one-on-one communications. 
• Managing priorities
  We can help provide education on crucial issues surrounding the challenges that participants face as their lives become more complex.
• Nearing Retirement
  We educate plan participants on how to transition what they have worked so hard to save into a comfortable and secure retirement

Based on your financial plan, our investment approach factors in both your goals and risk tolerance. We create an appropriate asset allocation that allows for reasonable growth. We also believe in generating income, whether from dividends or interest, which allows a portfolio to bring in money even during periods of market volatility. While we oversee your strategy, we work with you consistently to measure its success, providing you with regular progress reports and listening to your questions and concerns.

During times of change in your life, we’ll assist you in preserving your wealth with advice about income replacement strategies, estate planning guidance and investments. We help in reallocating and re-diversifying your portfolio as you transition to retirement. Additionally, we will coordinate with your legal and tax professionals so we can incorporate all perspectives into one integrated approach.

Service is a key part of wealth management. We understand what’s important to our clients and are responsible and attentive to their financial and administrative needs and those of their family. It is our goal to be the first point of contact for our clients as it relates to their financial needs.