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>Preparing For the Ultimate Vacation</p>

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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<p>Infographic: Whole Life Insurance Can Be an Essential Piece</p>

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
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<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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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."