Being that “first call” our clients make when they need assistance is our mission. By acting as the “fabric” that organizes and weaves all of their goals and objectives together requires a robust partnership of industry professionals.  From Comprehensive Financial Planning, Wealth Management, and Legacy Strategy for the individual to Employee Benefits and Commercial Risk Transference for the business owner we utilize many professionals:

Advanced Benefit Strategies, LLC – Patrick McEnerney – President

Health, Dental, Vision, Group Long and Short-Term Disability Income Protection, Group Life Insurance, Payroll, FSA, Has, Benefits automation and online services.

Hamilton Insurance – Kirstin Morris

Insurance Carrier connectivity and administration services

Payroll

• PayrollNetworks
• ADP
• Paylocity
• Fidelity

Pointe Consultants – Naunie McDowell

Administration of qualified plans – 401(k), Profit Sharing, Defined Benefit Plans, and executive compensation.

Retirement Plan and Administrators(RPA) – Jeanne Kraus

Administration of qualified plans

Coastal Pensions – Pam Walker

Administration of qualified plans

Investment Platforms

• Fidelity
• ADP
• Lincoln Financial Group
• MPOWER
• T.Rowe Price
• Principal
• OneAmerica
• Transamerica
• Security Benefit (i401ks)

Loudoun Insurance Group – Pam Pine

Commercial and Property Insurance Programs and Strategy

Business Renewal Partners – Peter DeAngelo

Fractional & Interim CFO and COO Services for Growth Oriented Businesses