A Welcome from Francis G. Post
Vice President – Wealth Management

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      Retirement Planning - Business Retirement Plans

      We specialize in corporate retirement plan design and investment management of 401(k), Profit Sharing, Simple IRA's (Businesses with less than 100 employees) and 403(b) plans. Our focus is driven by providing "win-win" plan design solutions that benefit both the employer and the employee from a cost benefit standpoint as well as from a best of breed low fee investment selection menu. “We believe in delivering the highest quality service and education while removing the investment intimidation factor for plan participants.” For most people, company sponsored retirement plans offer the best and sometimes the only way to save for a retirement goal.

      We use a passive or active investment strategy in order to match a desired money management philosophy or to minimize overall plan cost. Being independent allows us to use custodians such as Charles Schwab, TD Ameritrade, Fidelity, and Ascensus, to name a few. These platforms provide open access to a large universe of diverse mutual fund families such as Vanguard, T. Rowe Price, Pimco, Franklin Templeton, and American Funds, as well as many others.

      Let us help you evaluate your current plan or need for one. We offer a full range of plan reviews. These types of reviews are often helpful from not only a cost perspective but also help in judging the quality of your investment advisor and the fund menu utilized. If for nothing else, a review is a good common sense practice to put in place as part of your fiduciary duty as well.

      With all of the change in the corporate retirement plan industry from a regulatory perspective, can you afford not to know how your plan stacks up?