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Luxury Beach House


Since our firm’s founding, we have prided ourselves in our focus on the 401(k) space and the belief that all participants deserve individual attention.  Through primarily open architecture platforms, we deliver a transparent and sound strategy that is an asset to your business and helps attract and retain valuable employees. In addition to traditional defined contribution plans, we utilize Cash Balance Pension plans for our clients that allow for a higher level of retirement savings.


Our firm has significant experience implementing and maintaining executive benefit programs including Non-Qualified Deferred Compensation, Corporate Owned Life Insurance(COLI), and other complex corporate benefit plans.

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