How do you tell one TPA from another?
We suggest looking beyond the basics for the one with the highest levels of excellence, accountability, and expertise.
That path of inquiry led many of our financial advisor partners to us. We have retained and grown those relationships because we’re very focused on being great partners to plan consultants.
How do we TPA differently?
We never over-promise, and we always deliver.
Ask us to solve a problem, and we will. If you need an answer and don’t know who to call, dial us. We’ll figure it out. We don’t point fingers, and we don’t pass the buck.
You’ll have our attention when you need it. We’ll check in monthly to see what you need. We’ll respond to requests quicker than most.
We’re responsible for managing our growth, always evaluating our resources and team to ensure we have the capacity to serve you and meet your clients’ goals.
We’re a specialist’s specialist, excelling in serving retirement plan advisors who know and love this business.
We hire experienced professionals, pay them well, and set them up with what they need to help ensure your success.
