Why We Are Different

Why-Diff

Independent and impartial

Our independent status means that we are not tied to any particular vendor or product, giving you access to a virtually limitless array of plan choices. With our fully transparent fee structure, you can rest easy in the knowledge that the advice we offer is objective, impartial, and aligned with the best interests of your firm and your plan participants.

All of this means that you can feel confident knowing that you have a partner whose primary focus is on helping ensure that your plan delivers the investment options, services, and overall value participants expect—leaving you free to concentrate on managing your business.

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Professionally accredited

Stephanie Gale CFP

Stephanie Gale, CFP®, AIF®

Stephanie Gale has earned the Accredited Investment Fiduciary® (AIF®) designation. This means you can feel confident that their approach is based on:

  • A thorough understanding of legislative issues
  • Best practices and the fiduciary role
  • A commitment to standards of investment fiduciary excellence

The AIF® designation signifies a comprehensive knowledge of and ability to apply and adhere to fiduciary practices. It is widely acknowledged as the leading designation for investment fiduciaries for both individuals and retirement plans.

Stephanie has also attained the rigorous CERTIFIED FINANCIAL PROFESSIONALTM(CFP®) certification.

> Learn more about why certifications matter. 

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Your Dedicated Retirement Plan Consultant

When you partner with Stephanie Gale, CFP®, AIF®, you’ll get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all your employees. We help you get the most out of your plan by working with you every step of the way, providing:

  • Knowledgeable guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  • Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
  • Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  • Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.