Investment, Insurance & HR Professionals

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 We work and continue to work with Investment Advisors, CPA Professionals, Insurance Professionals and Human Resource Firms to assist your clients with Plan Document Maintenance and Tax Reporting for their Qualified Retirement Plans.

When you refer a client to our firm, we consider ourselves to be a Vendor assisting with your client. If we take on your client(s) we are prepared to work with you in the capacity of a teammate. We will follow the direction you provide in terms of any and all interactions with your client to the greatest extent possible. Our promise is to provide your client with the services to allow you to further develop and nurture your relationship. We will respect the client vendor relationship and can provide referrals to other Investment Brokers we have worked with over the last decade.

We strive to be a resource for other professionals in the same manner we use other professionals as a resource for our firm.

Please contact us for any proposals or quotes you are working on or just to discuss any future collaboration efforts you may be considering.