Broker Check

Retirement Planning

Build your nest egg with the right retirement plan


An employer sponsored retirement plan can provide tax and wealth accumulation benefits. However, selecting the appropriate plan can be a daunting task. Retirement planning for dental and medical practices is one of our areas of expertise. We offer SEP, SIMPLE, profit- sharing, 401(k) and defined benefit plans.

Leverage our relationships with national providers

We network with a number of national retirement plan administrators and have negotiated discounted rates that we can pass along to you.

Do you need help servicing an existing plan?

Some practices already have a good plan established but receive little, if any, service. By changing broker-of-record, we can take over many plans "as is" and provide the service you deserve.

We service plans at:

  • - ADP
  • - American Funds (and many other fund companies)
  • - John Hancock
  • - MassMutual
  • - Principal Financial Group
  • - Great West
  • - Paychex
  • - Nationwide
  • - Other 401(k) platforms


We provide ongoing support throughout the year to help make your plan as turnkey as possible. Our service commitment includes:

  • - An annual meeting to review your plan details
  • - An annual education meeting with your employees regarding the plan
  • - Contact at each enrollment date to screen for newly eligible employees and assist them with enrollment