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As an independent firm, we pride ourselves on providing unbiased, comprehensive analysis customized to the areas of importance that you find most essential to your company. Our goal is to fulfill this promise, knowing your time is valuable.

  • Please rank the areas below by dragging the arrow next to the Plan Area of Importance.
    Place the MOST IMPORTANT at the top and the LEAST IMPORTANT at the bottom to reflect the level of importance of each area to your company.
    • Investment Options
    • Cost
    • Fiduciary Responsibility
    • Employee Education
    • Design / Administration