Collaborate
with specialists.
My Dental Practice is growing and I was concerned that the Retirement Plan and Wellness program isn’t up to par with the latest and best practices for my employees and myself. Further, I wanted to find a trusted Advisor & Firm that could handle both my Professional needs and my Personal desire to get my investments and finances organized. I wanted purpose with a plan. Finally, I needed someone to make the experience comfortable, somebody who would listen to what I wanted and someone who could speak to my Husband and I with compassion and grace.
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Meet Oliver / Architect & Father of 3
My main objective was to find an Independent Investment and Planning professional that could help our Family Grow and Protect our hard earned assets without the hassle of multiple in-person meetings that required digging out all our paper statements for review. I am busy, my time to my Firm is valuable and so is my time with my Family after work hours. I wanted a Human Advisor with a High-Tech Services Suite that would be accessible when I needed it and is transparent and reasonable on their Fee Schedules. I wanted to see what the next 20 years could look like and an Advisor that will be with me for the long haul.
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Find your inspiration.
“Dare to live the life you have dreamed for yourself. Go forward and make your dreams come true”
“In life’s journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow’s destination. Why does this simple truth seem to be difficult for most people to understand?”
"The Best Way to Predict the Future is to Create It."
“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.”
“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
Our first commitment to our Partners is to hear them. By listening first, we can begin the journey together with a clear understanding of the objectives you value most and the future you envision for your family and your business.
Approached with a holistic, integrated & collaborative manner. Open architecture allows access to a broad universe of investment vehicles. Every viable investment option and opportunity are on the table.
Solutions Agnostic, combining active and passive strategies, and recognizing cash as a position. We pride ourselves in patience when deploying capital to the arsenal that has been fine-tailored to suit your style, pace and path.
Portfolio and Plan Construction are vital at the onset and throughout the implementation timeline; however, proactive, diligent and disciplined monitoring is key to realizing those successes.
We want you to understand the value we bring. Transparency is paramount. A periodic review process to not only hold our plan accountable but to also jointly ensure that plan related fees and expenses are fair and reasonable for the Partnership.
Converse. Consult. Service.
Here when you need us. Connect with your Advisor and the Service Teams through interactive screen shares, mobile chat & video conferencing. Text, Call or Click to Call when preferred.
Access. Transparency. Mobility. Real-Time.
Access. Transparency. Mobility. These words echo throughout our relationship with our Partners. Our Partners have the latest technology at their fingertips. Wether you need instant access to your accounts, real time consolidated reporting, mobile platform abilities or the desire to run scenarios on your Lifestyle Plans on the spot, we have you covered 24/7/365. Find Our Consolidated Partner Login in the Menu at the top.
Relevant. Timely. Informative.
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What Plan Sponsors Should Expect From a Retirement Plan Adviser
“You really need to ask a lot of questions about that adviser to ultimately get them to disclose whether they’re in this for you or for them—because they’re supposed to work for you. That’s ...
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Your Retirement Plan Has A Disease!
Workers may not be receiving the full value of their 401(k) retirement savings because of hidden fees, according to a new study by Employee Fiduciary LLC....
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Common Wealth Transfer Mistakes Families Make
When you think of the transfer of wealth and mistakes that come from this, your mind drifts to news articles of famous people who died without a will or estate plan. This is definitely a mistake but n...
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“Death Taxes”…
You have just received an inheritance. What do you do now? You could spend it on some extravagance, but you would be better off doing two things first: assessing the tax ramifications and thinking abo...
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Boomers Need Help Connecting The Dots For Retirement Income
Covid-19 made maximizing retirement income the single most important financial decision of a client’s lifetime. Eyes widen when I share the rate of boomer retirements quadrupled in 2020, relative to...
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The Portfolio Review: Why It Is Important, How to Do It
After the end of every calendar quarter, a portfolio needs to be reviewed to make sure that it is achieving your desired results within acceptable risk and other constraints, such as cash flow require...
