We are a highly experienced retirement plan advisory practice. It is our mission to provide the best possible retirement program for your organization and your employees. But what is the best? We define that as helping your employees to prepare for retirement when it is right for both them and your organization. Delaying retirement because of insufficient financial resources can be costly to both the participant and the plan sponsor.

We take responsibility for our advice, our recommendations and the work we do on your plan. Because of our experience as corporate HR management, we understand the pressures, time constraints, and conflicting agendas you deal with everyday. In short, when you engage us as advisors for your plan, you gain a partner that works to make the retirement plan valued by your employees, that is competitive and easy to maintain.

Let us make your retirement plan work, so eventually, your participants will not have to.

Our value proposition

Exclusive focus on retirement plans: We do not do wealth management, financial planning, stock trading, IRA rollovers, or other activities associated with typical financial planners. We specialize in managing organizational retirement plans. We have managed plans every day for the last 20 years.

Corporate Human Resources Background: We have great insight to what plan sponsors want and need because of Mr. Guilford’s experience in Human Resources. Mr. Guilford worked in every position in HR to include payroll, benefits and as a corporate HR director. We have been on your side of the table, we understand the challenges you face, and use our experience to your advantage.

Breadth of Experience: We work on many different plan types to include 403(b), 401(k), 457, Money Purchase, Defined Benefit, SEPs, SIMPLEs, and even SARSEPs. Our clients cover the gamut of organizations in the DC Metro area to include law firms, associations, government contractors, construction firms, and many other types of organizations. We have developed deep experience with quite a number of vendors which gives us great insight into what works and what does not.

Deep Resource Bench: We have developed, over the years, a wide variety of contacts that specialize in the retirement industry to include ERISA attorneys, TPAs, record-keepers, mutual fund DCIO experts, and a variety of other knowledgeable people to assist us with managing our plans. In addition, Raymond James has a wealth of resources we can draw from to include similarly situated advisors, back office financial experts, compliance advisors and dedicated team of individuals at the home office that support the advisors that specialize in retirement plan management.

Retirement Savings Plan Video