Introduction
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
Fiduciary Management & Oversight
As stewards of your plan, we provide fiduciary protection to help minimize risk and maximize participant's success.
Investment Knowledge
Our established, documented investment process aligns with our clients' objectives.
Plan Design
We implement innovative plan design strategies that focus on participant success.
Vendor Search & Plan Benchmarking
We conduct ongoing reviews and evaluate service providers to help ensure that our clients receive the best value.
Participant Services
Our custom participant education programs deliver optimal results for participants.
Why We're Different
Our experience, objective advice, and fiduciary protections mean you can trust us to do what's right for you.