Features Overview

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Pre Built Investment Models

Through our comprehensive Risk Assessment Process we can help you focus in on the portfolio that's just right for you. We've taken the work off you; designing four pre-built investment models that are capable of meeting the return needs of most any Client. 

Low Cost ETF and Index Funds

By using the lowest cost investment options, Exchange Traded Funds (ETF's) and Index Funds; we let you keep the nearly 2% per year that typically you'd pay in most plans. 


Passive Not Active

We've abandoned active investment strategies including the more popular "active mutual fund" management. This reduces costs by as much as another 1% to 1%+ per year that normally would have come from your retirement money.