Broker Check

Cost Analysis

Win-win: protect your business and lower the costs to your employees

Our Services Include:

Cost Containment

We will negotiate the best strategies for your individual needs and your company's projected growth: fixed pricing may be preferable in the long term to avoid fee increases  that may come with variable pricing strategies.

Service Fee Monitoring

We will help keep you compliant with all regulations by reviewing provider fees and providing formal price quotations from comparable service providers.

Investment

Review classes to determine best-fit and lowest cost. Our objective would be to make plan expenses full disclosure and transparent. We prefer to operate in a fiduciary environment with institutional or lowest cost share class and open architecture.

<p>Inflation & Retirement</p>

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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<p>How to Retire Early</p>

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Retirement Road Trip</p>

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.
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Download "Retire Happy," Our complementary Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complementary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."