Retirement plan specialist for small & mid sized companies

Corporate retirement consulting firm serving small & mid-sized companies and their employees to enable them to meet their retirement goals. Since we are an independent firm we work primarily with other advisors to provide strategic and technical retirement expertise. We accomplish this by providing access to the best investment advisory, recordkeeping, administration, actuarial and consulting services through strategic world class partnerships like TD Ameritrade and Charles Schwab. Our cl...

Corporate retirement consulting firm serving small & mid-sized companies and their employees to enable them to meet their retirement goals. Since we are an independent firm we work primarily with other advisors to provide strategic and technical retirement expertise. We accomplish this by providing access to the best investment advisory, recordkeeping, administration, actuarial and consulting services through strategic world class partnerships like TD Ameritrade and Charles Schwab. Our clients are all over the United States and have 401(k), Profit Sharing and Defined Benefit pension plans that seek custom, cost-effective, transparent total retirement benefit solutions. Specialties Small and mid-sized businesses looking for increased tax deduction opportunities for owners