Businesses & Organizations

Corporate Clients

Confucius was clearly not involved in Human Resources. One would think that employee benefits would be beneficial and therefore a source of constant joy for all involved. The reality is quite different – you have to be a counselor, programmer, financial analyst and accountant to lead your team of dedicated employees.

“Choose a job you love, and you will never have to work a day in your life.” Confucius

The retirement plan component plays an important role in your employees’ futures. Unfortunately, it tends to get overshadowed and crowded out by the other benefits programs. We can help, if you will let us. We’ll help you build your fiduciary files, develop your Investment Policy Statement, monitor your investment platform, review your fees and plan services, help with education and enrollment and keep you on track with regular Plan Reviews. We’ll even be your 3(38) Fiduciary. Let’s get started with a no-cost plan evaluation. Call us for details.

“When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.” Confucius

Small Business Owners

It takes one to know one, right? We get small business owners, because we are small business owners. You spend every waking moment thinking about your business. But who is thinking about your future? Give us a little bit of your valuable time and let’s help you find a way to make all this hard work turn into a future worthy of the effort.

“Not life, but good life, is to be chiefly valued.” Socrates