The marketplace is flooded with companies competing for your IRA Rollover when you leave your job. Yet, very few are able to help you now. Not only do most firms not have a platform in place to help you with your current retirement plan at work, but the current custodian handling your plan is usually prohibited from providing advice on your account for fear they may be deemed a fiduciary. 

We believe investors need a game plan for up markets, down markets and a plan to manage risk along the way.  Often many participants in retirement plans choose their investments and rarely change them, sometimes they make these choices on which investments did well last year.

The simple truth is this is often the single largest pool of money some individuals will see in their lifetime and they receive no help or guidance in managing this money.