Businesses & Qualified Plan Sponsors
PLAN WELL. INVEST WISELY.
WE OFFER OUR CLIENTS A TAILORED & UNIQUE APPROACH
and we give you the knowledge and freedom to act and think differently.
OUR BUSINESS & QUALIFIED PLAN CLIENTS INCLUDE:
Investment Management for Businesses & Non-Profits
Learn more
Qualified Plans for Self-Employed, Sole Proprietorship & Partnerships
Learn more
Qualified Plans for Tax-Exempt Organizations
Learn more
WE HELP YOU ACT AND THINK DIFFERENTLY
You are a smart and independent individual, with a focus on your successful future.
The financial firm you work with, giving you guidance and direction along the way, should be the same.
As a totally Independent Registered Investment Advisor, we have no ties to some big financial institution who calls the shots.
You do and you're our boss!
______
Rather than focusing on products, we start by focusing on you and your goals, and we give you the professional guidance and direction you need to achieve them. Importantly, this is the beginning of a lifelong process of reevaluating and tweaking, as your goals and aspirations evolve and change.
Our 100% Independence
We are an independent Registered Investment Advisor (RIA) firm. This affords our clients the freedom, knowledge and tools they need to go beyond what they think or dream possible.
Our Paradigm Shift Investing Philosophy
We marry financial planning and investment management with Paradigm Shift Investing.
Our Fee-Only Philosophy
There are many important distinctions to consider when selecting who you will trust with your financial future. How a financial professional is compensated should be one of them.
