We got tired of our own retirement plan in a past employer. We got tired of the options available to us as advisors within retirement plans. We knew there was a better way. More time consuming? Yup. Less margin. That’s for sure! But that’s okay. We know that if we built a model that would enable us to help both the employer and the employee, make our fees 100% transparent, and give one on one retirement planning and investment advice to employees, we would succeed.
We have set out to revolutionize the retirement plan industry, one 401k, and one participant at a time.
Based in the Research Triangle Park area of North Carolina, we are located in an area that is known for its technology and how that technology impacts the world. 401k’s are area ripe for disruption and we are at the forefront of the new model for 401k adivising.
With a combined 50 years of financial planning experiences, our founders want to bring help bring financial planning and investment advice to the millions of employees who are getting a sub-par experience in their 401k plans.