Our journey began in 1996. Our roots were set by primarily assisting our clients in identifying and implementing wealth accumulation goals and objectives. From the beginning, working across the kitchen table with clients, to eventually adding small to mid-sized employers with their corporate retirement plan needs, our focus has always been to positively impact individuals' and families' retirement outcomes.
Recognizing that serving our diverse client base involves specialized skills and needs, we joined United Planners as IARs in 2012 and divided our practice into two distinct areas of concentration: Individual Wealth Planning, led by Tim Troutman, AIF and ERISA Retirement Plan Consulting, led by Pete Semler, AIF since 2013.
From the kitchen table to the boardroom, our goal is the same: Assist as many people as possible achieve their goals and objectives.