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Simple Strategy

Primarily low-cost index funds from Vanguard.  It doesn’t need to be more complicated than this.  The evidence shows this is an excellent strategy.

Smart Fees

No commissions, insurance, 12(b) 1, soft money, Sub T-A, consultant, broker/dealer, or wrap fees.  No revenue sharing at all! Only direct flat fees for support services.

Focused Help

One-on-one employee engagement and guidance.  Your staff will receive the personal help they need – on their terms, at their own pace, when they are ready.