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CONTACT INFO

Bill Peartree, Principal
Director, Retirement Services Division
p - (858) 550-4978

Retirement
In this competitive business environment, your success depends upon attracting and retaining top-notch executives and employees, while at the same time preserving your bottom line.

Our Retirement and Wealth Management consultants understand these challenges and are committed to servicing the ever-changing needs of plan sponsors and individuals.

We partner with you so that your organization and your employees are well positioned for success. We’ve developed exclusive programs that ensure you are abreast of and in compliance with the latest regulatory changes and fiduciary requirements, while making sure your investment strategies are aligned with your business objectives.

What makes us different? We’re independent investment advisors who work with a variety of the best companies to design a plan to fit your needs.

Retirement Services for Employers

Plans offered:

  • - 401(k)
  • - 403(b)
  • - Profit Sharing
  • - SIMPLE
  • - Non-Qualified Deferred Compensation
  • - Defined Benefit Plans
  • - Money Purchase Pension Plans
  • - Traditional, Rollover and Roth IRAs
  • - SEP & Simple Plans

Retirement Plan Services

  • - Plan Document and Summary Plan Description Review
  • - Fiduciary Responsibilities & Education
  • - Investment Advisory Services
  • - Employee Communications & Education
  • - ERISA Compliance
  • - Plan Monitoring & Evaluation to ensure objectives are achieved
  • - Rollover Services
  • - Educational Workshops

Through the delivery of exemplary service, continuous compliance consulting, reliable plan administration and extensive employee communications, we’re dedicated to providing comprehensive retirement solutions that exceed our clients’ expectations.

Evaluate Your Current Plan

  • - For an evaluation of your current plan (similar to that which is conducted by the Department of Labor), click here.