We specialize in optimizing 401K & Pension plans through thorough analysis of your company's needs, and finding a provider which has low expenses. We do this while providing superior service, such as educating & communicating the plan to your employees, regardless of demographic or language hurdles.

One of my specialties is working with Teachers, Nurses, Police Officers and other Public Employees on their 403B, 457 and 401A Investment Programs. I can help with the asset allocation during accumulation (working years) and help with the array of distribution options (retirement years). In terms of distribution options, I can help analyze the complex income strategies that may fit your individual situation.