Broker Check

Consulting Services

Our services are available in both a fee-for-service format and total retirement plan service format.

  • Fee-for-service format: You select the service or combination of services that is appropriate for your situation.
  • Total retirement plan service format: We act as your retirement plan advisor and are compensated with asset-based fees and/or commissions.

This consultative approach to your retirement plan’s needs has several simultaneous objectives:

  • We seek to align your plan’s objectives with suitable providers whose capabilities and strengths reflect your unique needs.
  • We facilitate the request for proposals (RFP) process in coordination with all appropriate vendors.
  • Our team analyzes the information obtained from the RFP process to identify potential providers and coordinate presentations to your management.