"Because employees and coworkers are the most valuable asset, we strive to educate and motivate a retirement saving mentality using a well diversified value oriented retirement plan."
The Strategic Alliance Group (TSAG) provides retirement plan consulting services to clients - plan sponsors and participants - who can expect a comprehensive approach to retirement plan services. From helping plan sponsors craft an effective Investment Policy Statement and matching monitoring report to assisting retiring participants with ongoing retirement income planning, we call on our over 60 years of combined investment experience to design a process committed to the retirement goals of you and your employees.
My passion for financial planning and commitment to excellence enables me to provide those I serve with sound financial wisdom and guidance. Clients are my priority, which is why I work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. Through my wide range of expertise and experience, I’ll help you take a conservative approach to growing and preserving your wealth.
As a team, we work with you to help:
Finally, we affirm our core belief that every participant matters, that every participant deserves the right--regardless of their income or the size of their account balance--to be able to access high quality education and investment services at the time and place of their choosing.
We believe our retirement plan consulting process is both simple and efficient. Let us develop a comprehensive plan to assist you in achieving your retirement plan goals.
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