I deliver a total service package that addresses all the employer’s needs. I am a fiduciary to 401(k) and 403(b) plans and handle all the fiduciary responsibilities: Fund selection Ongoing quarterly monitoring of funds Fee benchmarking Compliance oversight Plan design More importantly, I become the...

I am a fiduciary to individual investors, working solely in their best interest, free from conflict of interest providing highly individualized advice on an ongoing basis. The relationship is the most important component to me. I meet with investors to discuss all aspects of their current situation...