Fiduciary for Your 401(k) Plan

As a Fiduciary, we hold a legal and ethical relationship of trust with our clients and we take that trust seriously. Fiduciaries represent only the interests of clients. No one pays us other than our clients. We are 100% independent in our decision making.

We encourage you to ask your current advisor to document, in writing, that they are not compensated for your business in any way by anyone other than you. Let us know the results.