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We are extremely invested and committed to the non-profit and school communities who have 403(b) Plans. Finally, there are some positive changes and opportunities for the non-profit space.

"As the daughter of independent private school teachers, I get it. Every dollar counts. This is why having low fees, good investment choices and access to information through the 403(b) plan is critical! Too often we find this isn't the case and that plan sponsors feel that they can't fix it." Michaela F. Scott

You can get to a place of complete confidence with the retirement plan you currently offer. If you need a well-versed, proactive, service oriented advisor to work with you, we can help. For you and your peers we are:

  1. Recommending improved solution to the nagging problems in the 403(b) space
  2. Addressing known pain points and unknown issues bubbling beneath the surface
  3. Providing a course to correction
Check the background of this firm/advisor on FINRA’s BrokerCheck.