Expert 401k Retirement Advice
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Certified Fiduciaries | No Conflicts of Interest
Most people saving for their retirement and working with a financial adviser assume the professional is solely acting in the client's best interest.
Unfortunately, that assumption is often wrong.
We are fiduciaries. A fiduciary has a legal obligation to operate solely in the best interests of our clients. We do not earn commissions or fees from the investments we recommend. We do not earn bonuses or earn credits toward a trip to Vegas based on our investment advice.
We were the first 401k/403b advice provider in the nation to complete the Centre for Fiduciary Excellence (CEFEX) certification for 401k participant advice. We are 1 of 83 firms in the nation that have qualified for their certification, 1 of 3 in Michigan and 1 of 2 in Minnesota.
Simply put, we provide personalized advice without conflicts-of-interest.
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Portfolio risk analysis. Retirement salary projection. Savings advice.