What we do

Our mission is to ensure every retirement plan we work with is low cost,  reasonably priced and all employees are given access to education about smart ways to save for retirement.

If you are looking to replace your 401(k) provider … We can help.


if you want to start a new 401k plan

We’ll review your objectives and outline a clear action-item strategy so you can become a wise steward of your plan.

If you want your employees to becomes smarter about their 401(k)

We can help create an education plan to help your employees learn more about saving and funding their retirement.

if you want to know exactly how much you're paying

We’ll provide a clear understanding of the costs associated with running and maintaining your business.

How are we different?

We work for you and your employees. Our knowledge of the marketplace leads to an exceptional retirement plan experience.

We strive to reduce fees, improve investment performance, and engage employees.

Our process revolves around protecting you. We help properly monitor your plan’s investment options and fees to ensure proper 401(k) plan management.

Together, we can improve your 401(k) plan and limit your liability.



Reduce Your Fees


Improve Your Investment Performance


Keep Your Employees Engaged


Limit Your Liability

Our Philosophy:


Sound and Consistent Investment Policy


Properly Discharge Our Fiduciary Responsibility


Disciplined Portfolio Construction


Regular Re-balancing


Regular Meetings with Finance Committee & Superintendent


Quarterly Reporting

get your free consultation today


6450 N Swan Rd, Tucson, AZ 85718

(520) 299-5875


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