Thoughtful Advisors

We only work with businesses who want fiduciary protections for themselves and their employees in high quality, low cost and hassle-free retirement plans:

• 401(k) & Profit Sharing Plans
  • 3(16) plan administration
  • 3(38) investment administration
  • credentialed fiduciary advisor for employee education
• Deferred Compensation Plans
  • No limitations on pretax contributions
  • Ability to make company contributions without limit
  • Tax deferred growth
• Cash Balance Plans
  • traditional funding
  • option for specialized principal protected growth asset
• Employee Retention Plans
• Split-Dollar Retention Plan
• Key Man Insurance Plan
• Buy – Sell Plan