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Business and personal retirement services

Employers

Retirement plans for fast growing companies

We provide retirement plan consulting and employee wellness programs as a part of a three-part solution to improving employee productivity and loyalty.  Managed by Sean DeFrehn an Accredited Investment Fiduciary Designee®.

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Business Owners

Balancing of Personal and Business Financial Issues only Owners are faced with.

When a business is a part of your life your needs are more complicated.  You’re faced with variable personal income, fiduciary responsibilities concerning your retirement plan and more.  We help you balance these concerns to help you achieve your goals.

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Personal

Personal Financial Guidance

We guide families and individuals on personal financial decisions including investments, social security, pension payout offers, and income planning.  Your financial wellness is our goal. 

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We value your time.  

We are constantly working to minimize the time you need to put into working on your investments.  We do as much as we can for you, from filling out forms and sending you a DocuSign to hosting Email meetings for investment committees.  

If we can find a way to save you some time we do it.  

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"Most of our clients don't have the time to devote to managing their investments they should.  I help them so they can spend time on what's really important."  


Sean L. DeFrehn

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