Our Focus

  • 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