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Keeping hard-earned money in employees’ pockets.

One client at a time.

Not large financial institutions’.  

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A Comprehensive Consulting Firm

Specializing in Employer-Sponsored Retirement Plans

  1. Serve as a Fiduciary Partner

  2. Represent Independence

  3. Lower retirement plan fees

  4. Educate Employees

  5. Consult & Model plan     design features

Retirement Plan Consultant

Key Highlights

PLANS WE SERVICE

PLANS WE SERVICE

in box - 401k
in box - 403b
in box - 457
in box - DB
in box - ESOP
in box - PS
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