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Our Services - Sailboats


Service Matrix - Discretionary Investment Management

Discretionary Investment Management

You are busy enough…leave the investment buying and selling decisions to us!

Service Matrix - Help Businesses Retain Employees

Help Businesses Retain Employees

Offering an exceptional retirement plan as a benefit will help attract and
retain employees.

Service Matrix - One Stop Shopping

One - Stop - Shopping

Our team specializes in helping individuals and small businesses... and best of all, you'll only have one place to call. 

Service Matrix - Employee Education

Employee Education

We provide financial education to your employees.

Service matrix - Financial Wellness

Financial Wellness

We provide classes to help you learn real world techniques to acquire
financial freedom.

Service Matrix - Financial Planning Advice

Financial Planning Advice

We believe your dreams for the future are made possible with a financial plan that's as individual as you are.

Service Matrix - Manage Models for Participants

Manage Models for Participants

We design and monitor Asset Allocation models for participants to use, if they wish, instead of being required to create their own asset allocations.

Service Matrix - Work to Avoid Conflict of Interest

 We Work to Minimize Conflicts of Interest

We do what is best for our clients by taking fiduciary responsibility and working to minimize conflicts of interest.

Service Matrix - Take Fiduciary Liability

Accepting Businesses' Fiduciary Liability

Business owners often lack the expertise to manage their company's plan. They may seek to reduce their liability by outsourcing investment management and administration to qualified professionals, like us.

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