125 West William St.| Ann Arbor, Michigan 48104

Our Mission

We focus on clients and their unique needs.  Our mission is to provide employers with retirement plans that are properly designed, efficiently administered, prudently invested, and effectively communicated.  By combining our local presence with an extensive knowledge of the retirement plan marketplace we are able to deliver retirement plan advice that will help you offer a retirement plan that your employees will both utilize and appreciate while fulfilling all of your fiduciary responsibilities.

Our Philosophy

Employer sponsored retirement plans are an important employee benefit that can help an organization recruit, retain and reward valued employees.  We believe that it is essential to understand your needs and goals in order to provide an appropriate and attractive retirement plan for your employees.  An efficient plan will allow for participants to save money for their future retirement needs by being able to easily enroll, access their personal account information and make deferral and investment changes at their convenience.  Our approach to provide independent, objective analysis will result in a successful retirement plan for both you as the plan sponsor and your employees as the plan participants.

 Our Difference

  • Local client focused advisor
  • Customized, flexible solutions
  • Non-proprietary products
  • Independent, objective analysis
  • Prudent proactive recommendations
  • Employee enrollment and educational assistance

Additional resources