We are passionate about delivering measurable results that improve the retirement and financial well-being of our clients. We consistently help individuals and plan participants achieve retirement security, while helping organizations reduce the risk associated with sponsoring retirement plans.
Through our proprietary Blue Prairie Group Plan Health Consulting process and our proprietary Plan Health SmartCard™ tool, we provide specific recommendations and steps that can significantly improve retirement planning in a short period. We measure the financial health of retirement plans of our institutional clients and individual investors annually, fine-tune plans and make recommendations for better success. Click here for a complimentary Plan Health Report.
Our Wealth Management practice combines comprehensive financial planning with world-class discretionary asset management to create custom portfolios designed to meet our individual clients’ objectives with the least amount of risk possible.
All our services are grounded in demonstrative and dependable results.