time•scale

[tīmskāl] NOUN

ONE

A measurement for time that is unique to
what matters to you.

Life is a measure of time and balance. We believe that measuring what matters to you should be the proxy for your success.

TWO

The highest standard in timekeeping:
precision and synchronization.

We work every day to be the standard of advice for you, your families, your employees, and all consumers.

OUR PURPOSE

We exist to help people achieve and enjoy financial independence,
however they define it.

For some, it’s the accomplishment of a goal;
for others, it’s the attainment of a number;
and still others, it’s being able to answer, “Am I okay?”

Whatever financial independence means to you
is what matters most to us.

Whatever financial independence means to you is what matters most to us.

OUR MISSION

Our mission is to help individuals and plan sponsors achieve their goals using our Plan Empowered approach.

For individuals, it’s about focusing specifically on their unique definition of financial independence.

For plan sponsors, it’s about ensuring their retirement plans are optimally managed and their employees have access to meaningful retirement guidance.

We’ve been delivering on our
mission for over 25 years.

We’ve been delivering on our mission for over 25 years.

OUR CORE PRINCIPLES

We’re Committed to Redefining the Standard of Advisory Excellence

You deserve an advisory partnership that works with you not just for you.
Expect the highest level of collaboration, transparency, technical proficiency, and service. Our unwavering commitment to the highest standard of fiduciary excellence is the foundation for everything we do.

We’re Focused on What Matters to You

We build relationships and plans around what you’re trying to accomplish and what’s important to you.
We believe that measuring your progress toward your goals is a more meaningful data point than just investment performance.

We’re Driven to Help Make Every Day and Every Dollar Count for More

We believe that little changes over time can have a big impact.
Our empowered approach helps people experience the impact of consistency and discipline that makes time add up.