Scott delivers a total service package that addresses all the employer’s needs. Scott is a fiduciary to the 401(k) or 403(b) plan and handles all the fiduciary responsibilities: Fund selection Ongoing quarterly monitoring of funds Fee benchmarking Compliance oversight Plan design More importantly...

Scott is a fiduciary to individual investors, working solely in their best interest, free from conflict of interest providing highly individualized advice on a going basis. For Scott the relationship is the most important component. He meets with investors to discuss all aspects of their current...