Our mission is to expand the number of employers who maintain a quality retirement plan.

Our staff are what makes us great. We have amazing people working here. We maintain a high degree of knowledge of the rules and regulations. ASPPA certifications are strongly encouraged and supported. All employees participate in continuing education.

Who We Are

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What We Do

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Why We Do It

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

Our team of professionals have years of experience in pension services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our goals are your goals

We are an extension of your business working alongside your preferred accountant, financial advisor, financial provider, payroll service provider, or pension attorney, as a team allowing you to choose the investments and devising sound strategies’ for achieving your plan objectives and retirement plan goals. We don’t sell investment advice, nor do we hold our self out as investment counselors or offer legal or tax advice.

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Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your business. We want to learn more about your unique situation, identify your goals, and understand your pension funding objectives. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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