OPTIMIZED AND EFFICIENT RETIREMENT PLANNING
There are limitless active and passive strategies we can take to help you optimize your retirement planning and 401(k) structure. We usually end up striking a balance between aggressive and simplistic, optimized and balanced, growth and preservation-oriented and it works
– not just well, but well for you.
We spend the time necessary to get to know you, your team and their lifestyle choices that define their retirement needs, under all market conditions and over the long run.
AVOIDING UNNECESSARY RISK
98% of all the plans out there are a do-it-yourself plan. While the intentions behind these types of plans are good, they’ve created the “accidental investor” where employers become responsible for plan management, and liability for the decisions made by the accidental investor — the employee.
Our retirement planning and management services help you avoid unnecessary lawsuits over fiduciary responsibility, administrative burden and plan underperformance resulting from the do-it-yourself retirement structure.