Since many of our clients own a practice or small business, we offer consulting on the design, installation and maintenance of certain retirement savings vehicles such as 401(k) plans and SEPs.

What Is Involved?

• Plan Design Consulting
• Participant Advice & Education
• Fiduciary Oversight
• Operational Support
• Plan Benchmarking
• Documentation & Recordkeeping

Steven McLean AIF®
President

Brannon Hertel AIF®
Financial Advisor

Joshua P. Schmidt
College Planner & Education Consultant

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