With recent legislation, including the Pension Protection Act of 2006, employers are becoming increasingly important in leading the work force into an era of self-funded retirement. As plan sponsors, employers are entering into a new fiduciary relationship with their employees. You may also find that your employees need guidance in making decisions about their retirement plan choices. Partnering with a financial planning professional enables you to establish and maintain the best plan for your company, and to enhance employee satisfaction and productivity by providing financial planning service and education to your plan participants.

Our financial planners can offer you unbiased advice and assist you in choosing from among the many service providers in the retirement plan marketplace. Our goal is a long-term professional relationship that builds value over time.