The Retirement Landscape

Right now, 92% of American’s fall short on retirement savings. As fee-only fiduciary advisors, we sit on the same side of the the legal table as plan sponsors, providing sound investment advice. We listen to plan sponsors and understand their challenges.

70% behind on retirement savings

70% of Americans are behind schedule on retirement savings.

60% only have 25000 dollars in investments and savings right now

60% of households have less than $25,000 in savings and investments right now.

40% of retirement plans offer auto enrollment

40% of retirement plans offer auto enrollment, but only 3% use it on average.


80% of full time workers have access to employer sponsored retirement plans.