Introduction

brooke-cagle-g1Kr4Ozfoac-unsplash
 

 

 

Stephanie Gale manages workplace retirement plans for several area employers and many self-employed individuals. We specialize in 401(k), Individual/Solo/Uni 401(k), 401(a) and deferred compensation plans.

We've been helping workers on the Olympic Peninsula face their financial future with confidence since 1998.

Contact us to discuss your workplace plan needs.

          > Learn what we do for individual investors.


 

KEEP YOUR WORKPLACE RETIREMENT PLAN ON COURSE

Fid-Mgmt

Fiduciary Management & Oversight

As stewards of your plan, we provide fiduciary protection to help minimize risk and maximize participant's success.

Learn more >>

Invest-Expert

Investment Knowledge

Our established, documented investment process aligns with our clients' objectives.

Learn more >>

Pln-Design

Plan Design

We implement innovative plan design strategies that focus on participant success.

Learn more >>

Vnd-Srch

Vendor Search & Plan Benchmarking

We conduct ongoing reviews and evaluate service providers to help ensure that our clients receive the best value.

Learn more >>

Partic-Serv

Participant Services

Our custom participant education programs deliver optimal results for participants.

Learn more >>

Why-Diff

Why We're Different

Our experience, objective advice, and fiduciary protections mean you can trust us to do what's right for you.

Learn more >>


News & Resources

From regulatory updates for employers to savings strategies for employees,
we'll keep you informed and up to date.

Learn more >>