First Responders

Our first responders deserve the peace of mind that their finances and their family have a financial plan that aligns with their goals. We have decades of experience working with the unique nuances of 403B, 457B, municipal, federal, and state pension plans.

Helping you help others

We’ll help you organize, align, and build your financial plan so you can focus on your mission of helping others.

  • 403B

    The term 403(b) plan refers to a retirement account designed for certain employees of public schools and other tax-exempt organizations. 

  • 457B

    Generally speaking, 457 plans are non-qualified, tax-advantaged, deferred compensation retirement plans offered by state governments, local governments, and some nonprofit employers. Eligible participants are able to make salary deferral contributions, depositing pre-tax money that is allowed to compound without being taxed until it is withdrawn.

  • Pension Plans & Annuities

    A pension plan is an employee benefit that commits the employer to make regular contributions to a pool of money that is set aside in order to fund payments made to eligible employees after they retire.

    The term "annuity" refers to an insurance contract issued and distributed by financial institutions with the intention of paying out invested funds in a fixed income stream in the future. 

Get started today

Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.

Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.