EMPLOYEES, 
THIS IS HOW WE “BLUE LINE”
Better returns using your existing company plan.
The average investor does not understand their own plan and therefore earns and average of 4.5% per year. The average market return is 8.5%, average returns when working with an advisor 11 to 14%*
Avoiding the retirement plan pitfalls that many fall into
Personalized guidance instead of dealing with a 1-800 number of the big box investment firms
Rollovers and account consolidations made easy
*Source, Wall Street Journal