Small to midsized companies are often paying fees much higher than necessary for their 401k plan. We believe fees can be kept lower, leaving more money in the accounts of employees, and resulting in lower costs to the company.
Low cost Index funds from Vanguard is our prescribed approach. We select the funds, can serve as a Fiduciary to the plan, and provide employee education. Vanguard provides a robust platform and assists with the yearly compliance reporting and adjustments as necessary.
Ask us about a complimentary evaluation of your plan and whether a solution we construct might offer a better outcome for the company and its employees.
“Do something today that your future self will thank you for.”
— Unknown Author
A multi-disciplinary approach to managing wealth.
Compile all your questions and let’s schedule a time for an in-depth conversation.Contact Us
4346 W Rose Hill St.
Boise, ID 83705
8:00 am - 5:00 pm | M-F