As a Financial Advisor


Employers want their plan to be monitored by a team of specialists.  When you provide investment expertise and partner with PlanTech to provide consulting, design, and administration, employers are confident knowing that a team is working to make their plan a success.

We believe strongly that working well with others makes everyone’s lives easier. Working together to find the best path to our client’s success is why we exist. For years we have worked to retain strong relationships with the financial advisors of our clients. Having a strong team working together for the betterment of a client is a great way to design and administer the best fitting plan possible.

If a problem arises our goal is to work as quickly, accurately, and smoothly as possible to resolve the client’s issues with the least amount of pain for all involved. We take pride in being a valued resource to all members of a client’s team.