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What Makes Us Unique

We are transparent and disclose all costs, fees and charges.  We do not accept any compensation outside of our advisory management agreement, as it would be a prohibited transaction and conflict with the fiduciary code.  Bottom line, as fiduciaries, we serve your best interest and help people retire successfully. 

What Makes Us Unique?  We just don’t offer investment services—we help people retire successfully.  Your Goals are our Goals.  Our Fiduciary Process has been an invaluable resource to plan sponsors and participants alike.

Fiduciary Process - see link

Fiduciary Oath - see link

Value of Doing Business with an AIF® - see link