About Us

We are nationally recognized for our expertise and creativity. And we are focused on providing responsive, high-touch guidance to our clients and their families. Our objective is always to deliver personalized products and solutions that satisfy the unique needs of owners, companies and their key employees.

By not representing any specific concept, pre-packaged plan or funding method, we are free to design working solutions from across the spectrum of qualified and nonqualified plans, insurance products, business resources and more. We help align the individual components of business and personal financial plans to produce smoother, more efficient and more rewarding long-term financial results.

Our firm and staff participate and serve in professional organizations and societies, including:

American Retirement Association (ARA)

The American Retirement Association is a non-profit professional organization with more than 25,000 members. Its goals are to educate all retirement plan and benefits professionals and to create a framework of policy that gives every working American the ability to have a comfortable retirement. The organization is comprised of five premier industry associations – the American Society of Pension Professionals and Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), the National Tax-deferred Savings Association (NTSA) and the Plan Sponsor Council of America (PSCA). The ARA provides extensive continuing educational opportunities through its Retirement Plan Academy, as well as its credentialing and certificate programs.

The American Society of Pension Professionals & Actuaries (ASPPA)

ASPPA is the national professional society of benefits professionals and is the premier educator, voice and advocate for the employer-based retirement system.

ESOP Association (ESOP)

ESOP is a national, non-profit membership organization serving approximately 2,500 employee ownership plan companies and professionals with a commitment to ESOPs. It is the only association devoted solely to ESOPs and promotes and enhances laws before Congress and regulatory agencies that govern ESOPs. It also provides its members with expert educational ESOP programming.

National Center for Employee Ownership (NCEO)

NCEO is a private, nonprofit membership and research organization that serves as the leading source of accurate, unbiased information on employee stock ownership plans, equity compensation plans such as stock options, and ownership culture.

American Bar Association (ABA)

The ABA is the largest voluntary professional association in the world. The ABA provides law school accreditation, continuing legal education, information about the law, programs to assist lawyers and judges in their work, and initiatives to improve the legal system for the public. The mission is to be the national representative of the legal profession, servicing the public and profession by promoting justice, professional excellence and respect for the law.

National Association of Plan Administrators (NAPA)

NAPA is a member organization of the American Retirement Association. It was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to them.