INDIVIDUAL SERVICES

Our goal is to assist you in achieving your long-term financial piece of mind.  As no two clients are alike, we implement our philosophy through a number of services of varying detail that will meet your specific needs.

• A quarterly report intended to strengthen our clients knowledge of our philosophy while providing commentary on current events and how they will impact your retirement future.
• The Retirement Plan is a comprehensive report specifically designed from your current investment data.
• Our Investment Management Service is the application of our Index Plus Strategy to retirement accounts (401(k), IRA, SEP-IRA, etc.) as well as general brokerage accounts.

All of our services are available individually, or collectively, on an as needed basis. Following consultation, a recommendation will be provided as to the best course of action.

PLAN SPONSOR SERVICES

Defined contribution plans face the same issues as the general investment community - conflicts of interest, excessive expenses, and uderperforming actively managed funds.  Plan providers have a responsibility to act in the best interest of the plan participants (employees), ensuring the plan offers the best investment choices.  To assist the plan provider, we perform an in-depth analysis of your plan.  Click here for more detail on how we assist businesses with their defined contribution plans.