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Our Value Proposition: Working With Our Team

"We believe that regardless of the number of clients we have at any point in time, we are an equal number of phone calls away from being out of business. We are always on trial from a service standpoint, and that inherent awareness is what drives our relentless and on-going pursuit of continuous improvement." -Michael K. Smith, Managing Partner

"Our client relationships originate and are sustained through our passionate belief in our social responsibility to prudently guide our plan participants to financial wellness. It is this belief that becomes the foundation of our partnerships and investment co-fiduciary relationships." -Michael K. Smith, Managing Partner