About Us

We are an independently owned third party administration firm located in Naples, Florida. We provide consulting, recordkeeping, actuarial and administrative services for defined benefit plans, profit sharing plans and 401(k) plans. Since 1983, we have been helping sole proprietors, small business owners, non-profit organizations and governmental agencies design retirement plans to meet their current financial needs with the flexibility to accommodate their changing goals. We offer a close confidential alliance with our clients? Accountants, Financial Advisors, Security Brokers and Banking Trust Departments. Eighty percent of our nearly 400 clients are located in Southwest Florida with remaining located throughout the United States.