Local, Personalized and Custom Service



Helping small business owners make sense of their retirement plan



Your Small Business Retirement Plan Administrators

When it comes to planning for retirement, you have unique goals and needs. That’s why it’s important for us to give you local, personalized and custom service. We have face to face meetings, we review retirement plan options, and together, we will decide on the right path for you. We will make sure to administer your retirement plan correctly to help keep the IRS and Department of Labor away. You’ll never have to call a 1-800 number or talk with someone who doesn’t know you. We do not sell investments. Any revenue received from investment providers will be used to offset our fees. This keeps us focused on your best interests.

Together, we will decide on the right path for you.


Did you know, the average person spends 20 years in retirement? A well designed retirement plan will put you on the right path.

  • Custom Solution Retirement Plans for Small Business Owners
  • Retirement Plan Design
  • Retirement Plan Compliance

Don’t worry. Plan early!

Contact Us Today!

Vicki Prenger
P: 937-308-0758
F: 513-725-1781

Rebecca Profitt
P: 937-562-1292
F: 513-725-1992

Generation Z and retirement: Forecasting the future

Generation Z and retirement: Forecasting the future

When it comes to Generation Z and retirement, they are giving financial experts reason to believe they are taking their future financial situations seriously. While it might be the opinion of older generations that Generation Z and retirement planning aren’t something...

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Retirement Planning Forecast: What’s to come in 2024

The SECURE Act and SECURE Act 2.0 are, by most accounts, successful, but what is in the retirement planning forecast for 2024? And possibly beyond? There is some uncertainty in the air, but retirement reform should stay something that both sides of the aisle work...

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