Fee-Only Registered Investment Advisor specializing in retirement plans
I am one of a very few independent investment advisors that specializes in managing and providing company retirement plans. I save plans a lot of money. I also focus on improving performance, monitoring, documentaton and participant outcomes. Most company decision-makers on plans under $50 million seriously overpay their 401(k) provider and don't realize it. That can get them in trouble with the Dept of Labor and opens them up to lawsuits. I fill the gap on plan compliance that auditors, CPAs and administrators don't cover. I gladly accept fiduciary responsibility in writing. I do not charge for an initial consultation.
I also manage investments for people on a fee basis. I do not receive any compensation from investments I recommend. I typically use Vanguard and other true no-load funds. I do the investment work for people who know they don't have the time, interest or deep expertise to keep up with all the things affecting their investments.
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