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How Do I Get Started?

You have 3 options for starting your road to financial confidence.
1. Do it yourself 
2. Hire someone to help you do it 
3. Hire someone to do it all for you

Get Started

How Do I Transfer My Current Investments?

Determining your Suitability is the first step.  Once your investment risk, goals, and objectives have been determined, a suitability determination can be made and an investment profile statement with asset allocation will be designed to help meet your needs.

Transfer My Assets

Why Should I Invest In My Employer Retirement Plan?

Regardless of the investment choices offered, and even if your employer does not contribute to the plan, due to the tax advantageous treatment of an employer sponsored retirement plan, it may be suitable for you to maximize this account type first.

Employer Plans