- Established to provide “high touch” range of retirement sales and support services
- Market focus on retirement plans with assets ranging from $500k – $10mm
- TSFP embraces a “process-driven” in contrast to a “product-driven” consulting philosophy –
- We engineer customized solutions that address the unique DNA of every plan
- Open architecture – We take a neutral position on investments, recordkeeping and administration
- We can work with fully-bundled or unbundled solutions
