401K

As fee-only advisors, we are not affiliated with a specific investment house and therefore can offer plans that are only in the best interests of our clients... We act as a fiduciary for your retirement plan. We receive no commissions, referral fees, or soft dollar fees from any investment provider... Retirement Planning involves setting retirement income and funding goals, selecting plans and programs to accumulate retirement savings, selecting investment strategies and selecting retirement distribution strategies. We will work with you to design a retirement plan strategy that meets your needs. Plan sponsors of 401(k) plans and profit share plans have fiduciary responsibilities to manage costs and provide appropriate investment choices for their plan participants. We work with the plan sponsors to insure that they meet all their obligations.