Searching for clarity?

Look no further.

We’ve spent years helping clients find out if they are invested in high fee annuity products.  We’ve developed a free 403(b) guide for K-12 employees looking for clarity.  If you know you are ready for a second opinion, please register for our Complimentary Fee Analysis…no strings attached.

Free 403b Guide

Retirement investing for teachers can be confusing. This guide is an excellent source of information about the various options available to you as a school district employee
Free

Free Portfolio Risk Analysis

What is your Risk Number? Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you.
free

Complimentary Fee Analysis

Wondering if you are paying high fees in your retirement plan? Give us a few details and we'll tell you what you need to know.
Free

Our mission is to help K-12 individuals & school districts select retirement plans that meet a higher standard, along with other traditional financial services.

Financial Planning

We assess your financial landscape, goals and objectives. Once we know where you stand in relationship to your goals, we can guide you to the course of action most likely to help you pursue them. We do this through educating you on the options you have available and the pros and cons of those decisions.

Investment Management

We manage a number of unique portfolios with very different objectives. Determining which one or ones are appropriate for you takes a deep understanding of what each is designed to do and the environment we are operating in currently. Our proprietary models have many different investment variables that we weigh and consider to determine the makeup of each. Sharing this with our clients gives them a better understanding of what to expect from each investment style.

Our Partners

As fiduciary advisors obligated to act in our client’s best interest, we have chosen to partner with several low-fee investment providers. We can help set up new accounts or work with existing portfolios.  

Contact Us with your questions today!

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