The firm was founded in 1977 and has existed under its present management since 1983. From the beginning, our goal has been to bring an eminent degree of professionalism to our area of specialization. To achieve this goal, we feel that several concepts are basic.

Experienced Staff — First and foremost is the need for a highly-trained, personable staff possessing diverse skills and integrity. Over time, we have assembled such a staff with expertise in actuarial science, deferred compensation law and accounting, finance, and computer programming. Included are certified public accountants, attorneys, and enrolled actuaries. Most importantly, our reputation has enabled us to retain these invaluable members of the firm.

Income — The second concept is that our means of generating revenue should reflect the professional nature of our services. Hence, the majority of our income is derived from the collection of fees on a time-incurred basis.

Personalization — Our third concept is that our service should be highly personalized. Each client, no matter how large or small, is to be given the same quality consideration and individualized attention.

Our growth is a tribute to the soundness of these philosophies. Our reputation for excellence has allowed this growth to develop almost entirely from outside referrals. Our diverse clientele number over 600, including professional corporations, manufacturers' representatives, metal fabricators, petroleum distributors, automotive and heavy equipment part manufacturers, building contractors, transportation concerns, advertising agencies, consulting engineers, financial institutions, hospitals, municipalities, and non-profit organizations. We are confident that these concepts will continue to service both ourselves and our clients well.