Plan Scopes

We provide administration for:

We are determined to provide well-designed, cost-effective advice and services to our clients in order that they may improve their profitability and reduce their liability. Although we give general advice regarding fiduciary responsibility such as the need to diversify, to act prudently and consistent with the plans documents, we do not give specific advice as to the individual investments made by the plan. We are committed to our “fee for service” structure. We do not sell securities or insurance products; we do not share commissions or accept fees from financial advisors with whom our clients contract. We believe anything short of this would or could constitute a conflict of interest.