Retirement Plan Services: The retirement plan services division focus includes plan design, administrative expertise, daily valuation services, and employee communications. Our consultants can advise on compliance issues and perform product searches and complete plan design analysis. Please contact Helen Godwin, CPC  if you are interested in learning more about our Retirement Plan Services at 704-544-1750 or 877-544-1750.

Employee Benefit Consulting: The employee benefit consulting division focuses on our clients’ group health, life/disability insurance and cafeteria plan benefit needs. Please contact Ross Campbell,  President,  if you are interested in learning more about our Employee Benefit Consulting Services 704-544-1750 or 877-544-1750.

Milestone Investments, Inc.:   Milestone Investments, an independent broker/dealer,  specializes in the retirement plan field.  They  provide an Investment Policy Statement as recommended by the Department of Labor,  periodic portfolio analysis on plan assets; a wide range of mutual fund options such as Fidelity Advisors, Putnam, MFS, American Funds, etc., and employee education. Please contact Joe Lindsley, President, if you are interested in learning more about our Milestone Investment Services at 704-716-2749 or 877-716-2749.