Retirement Plan Consulting

Retirement plan sponsors and employers today face challenges that few envisioned a decade ago.  These include complex and sometimes contradictory regulations, an expanded definition of what it means to be a plan fiduciary, and employees who demand—and deserve—greater financial freedom in retirement.

Our firm can help you deliver the highest quality retirement plan while saving you time and assisting you with your fiduciary responsibilities and Department of Labor requirements.

We are an independently owned firm that focuses on providing retirement consulting and advice services to corporations and non-profits, and a range of financial education and enrollment support services to their participants. Our clients turn to us for proven, affordable employee retirement plans that set their organizations above the competition, and help attract and retain their most significant asset—their employees.

We offer localized, highly personalized service.  Our approach is supported by the breadth of LPL Financial, a national organization that offers a depth of retirement services, knowledge and resources that we believe is unavailable anywhere else.

Our firm is fully committed to retirement plans, and relentlessly focused on our clients’ success.  We welcome the opportunity to meet with you to discuss the many ways that we believe we could add value to this vitally important part of your business.