Independent Retirement Account Management

We work within many retirement plans to provide the professional investment management resources and local planning support every plan participant needs to help protect their savings and maximize retirement account benefits.

Participating Local Plans: 

• California State Employees (CHP, CalTrans, etc.)
• Dignity Health
• Shasta Regional Medical Center (Prime Healthcare)
• PG&E 

Retirement plans typically provide a limited selection of investment options and cursory planning support. Plan participants most often lack the time, temperament, and training to effectively navigate the complexities of investment management and retirement planning. This most often results in underperformance and exposure to unnecessary risk.  

We seek to remedy this dilemma by providing select retirement plan participants with comprehensive local planning support and direct access to advanced investment management solutions within their existing retirement plans.   

This opportunity is facilitated through a plan's Self Directed Brokerage Account (SDBA). SDBA's are often built into retirement plans and allow the participant to retain professional portfolio management services from their own Registered Investment Advisor (fiduciary).

By adding personalized professional investment management and local face-to-face planning support retirement plan participants may avoid expensive mistakes and maximize their retirement account benefits.