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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. |