Sometimes it’s just about answering the phone or returning an email promptly. We realize our client’s time is valuable, and attempt at every turn to make our client’s life easy when it comes to dealing with their 401(k) plan. A 401(k) is not a mission or purpose of a business. It is a benefit for the owner and the employees. Keeping this perspective allows us to help the client and not make the job more difficult than it needs to be.

“I’ve learned the art of listening, and can
intuitively figure out a client’s needs
even if they haven’t been fully articulated.”