Our focus, to get you to, and through, retirement.

Service Partners

For those clients who choose to have more in-depth guidance and asset management.

Dimensional is the subadviser to your SA Funds. This link (click on logo*) will take you to their website where you may obtain information about their research, philosophy, implementation and much more (you may start by clicking on the Philosophy tab once you are on that website ... click on Dimensional logo above to start). This information may help you to better understand the differences between institutional and retail class funds. Dimensional was founded in 1981.


Loring Ward believes clients can benefit from the discipline and sophistication (and lower costs) that typically characterize institutional money management. Working with some of the academic community’s most innovative and respected thinkers and economists ensures that Loring Ward is always researching tomorrow’s solutions today. Loring Ward was founded in 1990 and serves as my back office to support me as I work to support you.


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