WHO WE ARE We are a fiduciary protecting the plan sponsor, retirement committee and trustee, under federal law, from liability resulting from investment selections made by plan participants. We are a trusted advisor and counselor to individuals and institutions needing wealth management services, just like your employees. We have a passion for helping people. Our mission is to instill employee loyalty and confidence in their corporate sponsored qualified plan through motivation, financial planning, performance and trust. its employees. Studies have shown that employees benefit from direct access to employee specific investment advice resulting in increased employee contribution levels, enhanced employee confidence, reduction in levels of personal stress and anxiety, and better management of personal finances. Employers experience the benefits of better employee relations, increased employee morale and greater retention of their employee talent pool.