About Us

Educators, Healthcare Professionals, Nonprofit Executives, and Union Members

may not seem to have many similarities, but there are some strong commonalities connecting us to them.

 

We are effective in helping these clients because we embrace them as being 

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• Highly-trained

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• Committed to their professions,

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• Good at what they do,

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• Loyal to their workplace and to those they serve.  

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We have seen that they usually have complex workplace benefit structures and are almost always

overwhelmed and intimidated by discussions about personal and retirement finance,

even though they know these topics are important.  In short, they’re very good at what they do, 

and are extremely uncomfortable with what we do.

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Were you nodding your head as you read that description? 

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Then if you’re ready to speak with a group who have your back, providing financial advice and guidance that’s personalized and sophisticated enough to address your specific situations, but simple enough to actually be understood.