Our unbiased approach allows us to work with your existing or preferred financial professionals. We will communicate with your financial advisor or CPA regarding your plan’s tax status and deductions. We will be in constant communication with the recordkeeper chosen to hold your plan’s assets regarding plan contributions or distributions, and we will work with your financial advisor to increase employee participation or assist with enrollment.

Our many years of experience in this field means we can recommend a CPA, financial advisor, recordkeeper, or even an ERISA attorney if you should ever need a referral. Because we are independently owned, we will only recommend the professional who is the best fit for you.