The Power of Good Advice.

Harnessed in your employer sponsored retirement plan.

"Simplicity is the ultimate sophistication"

Leonardo da Vinci

For most people, one of the biggest purchases they will ever make is what they invest towards their retirement!

With this mind, it's important plans be as efficient as possible

SERVICES AS A PAID
CHIEF FIDUCIARY RETIREMENT OFFICER
Participant Retirement Income Planning

We will develop a realistic retirement income plan for each participant and guide them along the way to help them achieve the goal they desire.

Investment Management

As a 3(38) fiduciary investment manager, we will assume responsibility for selecting an appropriate investment line-up as well as offering personal managed accounts for participants that want a professional to handle the management for them.

Other on-going services include
  • Simplified investment approach for participants.

  • Cost competitive plan providers.

  • 3(21) investment consultant.

  • Plan investment committee support.

  • Annual monitoring of plan investments.

  • Request proposals and conduct evaluation every three years.

Still using Target Date Funds in your plan?
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Want to see what your national plan score is from an independent third-party resource or receive a complimentary benchmark evaluation audit report?
Then click here for more information!
YES NOTIFY ME OF UPCOMING EDUCATIONAL WEBCASTS

A PENNSYLVANIA REGISTERED INVESTMENT ADVISOR