Headquartered in the Indianapolis area, their mission is to facilitate a successful retirement both for individual households and for companies offering retirement plans to their employees. They represent a diverse array of individual clients and their wealth management needs. They specialize in low-cost, diversified portfolios managed by institutionally trained money managers. Their Wealth Management services include Investment Management, Retirement Planning, Financial Planning, Tax Planning, Estate Planning and Elder Care. As employer-sponsored retirement plan advisors, they are vigilant, low-cost experts under ERISA. They are fiduciaries held to a high standard of care with plan-related decisions regarding investments, service providers, plan administration and general ERISA compliance issues. Their mission is to provide low-cost 401(k) and Cash Balance plans that are custom-designed to meet your needs as a business owner.