Company Retirement Plans
Retirement Plan Design
We employ Nobel Prize winning research to maximize your returns by controlling the areas we can: fees, risk, taxes, and emotions.
Simplify Management & Compliance.
Our team works for you - taking on as much of the plan management and administration as possible. As fiduciaries, we document plan decision making.
Reward Key Owners & Employees.
Your retirement plan can be designed to maximize the tax saving benefit for selected owners or employees through a 401(k), 401(b), SEP, SIMPLE, Cash Balance, and other Defined Benefit and Defined Contribution plans.
Increase Financial Success.
We are vested in your employee's success in the plan. We educate them on this benefit and hold them accountable for making better financial decisions.
Participants will have access to a:
Personal Financial Planning Portal
1-on-1 Meetings — Participants will have quarterly access to meet with a Certified Financial Planner to review investment strategies and ongoing financial needs.
Access to Portal — All participants will have access to a comprehensive financial planning portal where they can view their investments, cash flow, and goals in one place. We'll have the information we need to provide more personalized recommendations.
INVESTMENTS AREN'T ENOUGH:
We make it Personal.
No one ever has a goal just to outperform the market. The meaning of your money goes far beyond that.
It isn't enough to have a nationally recognized investment approach.
We use academic outlooks, historical returns, mortality data, to find the best dynamic savings and distribution strategies to reach your goals.
THE TECHNOLOGY YOU EXPECT.
The Human Touch You Need.
Transparent investment portal with instant access to performance, holdings, and reports all in one place. Everything is customized to give you as much or as little information as you want, exactly how you want it.
Don’t Risk Your Income and Investments.
Dental Incomes Are Highly Correlated to Stock Market Performance
As a Dentist, your income is. Our dental-specific investment expertise structures your portfolio to align with your goals, taking into account future savings potential if a recession hits and your income is impacted.
