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®.

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.

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.