We believe the best way to serve our clients is to grow our business, one client at a time
. Specifically, our goal of remaining a small operation allows us to continue to partner with each of our clients, provide personal service and focus strictly on their unique needs.
As such, we have invested in resources and technology that help our clients succeed by increasing accuracy, productivity, compliance, and most importantly, profitability. Thus we also work with multiple investment companies to provide our clients with options that fit their needs.
We strive to provide an honest analysis of our clients’ needs, ensuring that they understand and choose the best available plan options.
We are continually educating ourselves on the rules of the tax code, ensuring that we find the maximum tax-deductible contribution for our clients.
We believe our strategy, along with our strong commitment to our clients promotes the creation and ongoing health of pension programs for businesses and their employees – employees who might otherwise go without pension coverage.