We review companies401(k)s at no cost or obligation. We facilitate fixed annuity's for clients age 65 and over. We also look at long term care options

After the review, we break down every fee that most if not all company's we review never realized was a fee. We then do a comparison , and we generally see a 20 to 30 % savings in fees alone, which are 100% disclosed . We also are one of the only company's that acts as a discretionary trustee, meaning, we are taking the burden of liability off of the owner and let them do what they do best, run the company! The Department of Labor, this coming July has a law change, in layman's terms. Every...

After the review, we break down every fee that most if not all company's we review never realized was a fee. We then do a comparison , and we generally see a 20 to 30 % savings in fees alone, which are 100% disclosed . We also are one of the only company's that acts as a discretionary trustee, meaning, we are taking the burden of liability off of the owner and let them do what they do best, run the company! The Department of Labor, this coming July has a law change, in layman's terms. Every company that has a 401(k) must know all the fee's that are being charged to their employees, are review does just that!!! We facilitate fixed index Annuity's to persons 65 and older that are looking for a bettor return on their money! Long Term Care has come a long way please call for details !!