Employers and Businesses

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

She's been helping workers on the Olympic Peninsula face their financial future with confidence since 1998. Contact our office to discuss your workplace plan needs.

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Your Dedicated Retirement Plan Consultant

When you partner with Stephanie, 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.

She realizes there is no one-size-fits-all retirement plan solution, so her 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. She helps you get the most out of your plan by working with you every step of the way, providing:

  • Knowledgeable guidance: Consider Stephanie as an extension of your HR department; she will simplify the management of your plan and allow you more time to focus on other aspects of your business.
  • Fiduciary know-how: Stephanie follows 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: Stephanie helps you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
  • Customized education programs: Stephanie 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 our office today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.