You have made the right decision to work with a professional and alleviate the anxiety and stress managing your company sponsored retirement plan. We provide you with the following:

1. A tailored made asset allocation (specific investment choices) based on your available investment choices.
2. Monthly updates and on going recommendations to make to your portfolio.
3. Access to investment managers on an a daily basis
4. Availability to our Wealth Reporting System-free of charge.

To begin the process just click here and we will e-mail you with the required and necessary documents to be filled out and returned. You intern e-mail the completed documents with a recent statement and available investment choices. With in one week we will e-mail your custom asset allocation for you to implement. You are responsible to make any trades that are recommended. This service is not free. Our on going fee is .5% calculated annually, billed quarterly in advance with a $500.00 annual minimum. For your convenience we can bill your credit card or debit your account. It’s that easy. Just click here to begin the process.