Each company is unique in many ways and therefore has different needs. During our initial assessment we will discuss which features are most important to your plan and how they all fit together with the goal of ensuring that your plan is designed to achieve your company's specific need.
We work with multiple plan providers and third-party administrators which we believe helps to ensure that we put together the best solution for you. This also helps us stay up to date with the latest technology and platform advancements in the industry.
Client Service Model
We pride ourselves on our client service model and do our absolute best to make sure that our clients always feel important and appreciated. We are very front facing in our approach and always look to build a relationship built on trust and communication.
We offer educational workshops to company participants on various topics including; retirement planning, healthcare and social security. In addition we always make ourselves available to meet with executives and participants to discuss their individual financial goals.
Type of Plans
We provide services for the following types of retirement plans: