How We Are Different

Independence: What This Means To You
Our goals and processes are aligned with your best interests.

  • An objective viewpoint on plan design
  • Investment advice and selection free from proprietary conflicts (full universe of mutual funds, indexes, and separate accounts)
  • A fully transparent fee structure
  • Independent investment recommendations (what works best for you)

Expertise: Specialized Designations That Benefit You
We are committed to standards of investment fiduciary excellence.

    Leading certification for investment advisors looking to help their clients holistically—more than just investments and insurance products
  • Accredited Investment Fiduciary® (AIF®) designee
    The leading designation for investment fiduciaries for both individuals and retirement plans
  • Chartered Retirement Plans SpecialistSM (CRPS®)
    Signifies a thorough understanding of the administration of retirement plans for businesses and their employees to help them toward successful retirement