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>The Power of Tax-Deferred Growth</p>

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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<p>Top Tips for a Retirement Tailgate</p>

Top Tips for a Retirement Tailgate

The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?
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<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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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."