- Strong, long-term relationships
- We have a very high client retention rate
- Decades of experience
- Jim and Patrick average over 28 years of relevant professional experience. We will both be working on your plan
- Fiduciary services
- We accept fiduciary status and acknowledge it in writing
- We will implement, follow and carefully document a prudent investment processes
- Focused on plan success
- Improve participation, savings rates and asset allocations
- Nationally recognized, but focused on you
- Creative, energetic, passionate
- We love thinking outside-the-box, analyzing needs and collaborating with employers to improve outcomes.
- Highly customized content, delivered in creative ways, including, but not limited to, on-demand video, DVDs, group meetings, one-on-ones, posters, newsletters, fliers, postcards, webinars, workshops, etc.
- We can customize a package of services to meet virtually any need, at a cost that will pass any reasonableness test.
- Committed to your success
- Our motto is "Whatever it takes."
- We share our success
- We are committed to "moving the dial" on the national retirement savings crisis. We do so by writing and speaking openly to share information and ideas with employers and other members of the advisor community (competitors). This allows us to extend our reach beyond those plans with which we are working directly.
- We support a variety of good causes, including those connected with: child nutrition, literacy, healthcare delivery, medical research, orphans, and those with disabilities.