Retirement Services & Financial Advisors‚Äč - Serving Columbus & Beyond


Our company was founded to help your business be better prepared for retirement while protecting you and your company from the pains of offering a plan. We are dedicated to becoming your expert on all aspects of your business's retirement plan (401(k), Profit Sharing, Cash Balance, etc.), which in turn makes it an easier process for you to manage.

  • We become an insured 3(21) fiduciary for your plan, offering you protection in the advice we give
  • Provide your company with one-point of contact, simplifying your operations around your plan
  • Integrate your current business processes, such as payroll, to get the information for running your plan
  • Create measurable results for increasing your employee's preparedness for retirement (Plan we take over have seen 30%+ increases in enrollment)

We are committed to offering you and your company technology based solutions to keep you informed and to make things easy. Partnering with your payroll provider for automatic data feeds, or offering online census uploads that find errors instantaneously. Combine this with instant notification of common transactions, so you remain informed on the work related to your plan, and most importantly when it's done. 

Just as no man is an island, your retirement plan providers shouldn't make you feel like one either.  

Contact us today to find out more about what we can do to help you and your retirement plan through a complimentary review.


Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.