Conservative, pragmatic and proud of the way we do business

With our Partnered Approach, we meld process-driven services with a commitment to personal interactions, responsiveness and collaboration. The approach is three-fold: as a business owner, you will be partnered with two advisors who specialize in qualified retirement plans. These partners work as an equal team to provide combined expertise with a singular focus on delivering targeted solutions and specific recommendations based on your business circumstances. Your DDMP partners are dedicated to helping ensure every legal requirement is met, limiting your fiduciary responsibility as the business owner.

However, they also help ensure that you are given the tools, benchmarks, resources and objective perspectives you need to feel satisfied that the investment plan you choose is the right fit for your business, your values and your financial future. They will also provide critical information you need to make appropriate decisions for your employer-sponsored or qualified retirement plans, such as the effect of investment performance versus your employees’ asset allocation and rate of salary deferral.

The second element to the Partnered Approach is in our commitment to your employees. As financial advisors we are empowered to accept fiduciary responsibility and are glad to provide comprehensive education for your employees on the advantages of participation, contribution levels, contribution type, and investment selections. We believe every meeting is an opportunity to change your employees’ financial futures, and so we initiate and value one-on-one meetings with your employees to help them establish financial goals, determine their risk tolerance and take full advantage of the retirement benefits structure you have set up. With our Partnered Approach, your employees benefit from intimate attention and strategic planning to help get them on track for retiring at an age and lifestyle they define and can work towards.

Our Partnered Approach also takes into consideration our partnerships with our benefits plan providers. These relationships are 100 percent dictated by your needs and can change as your needs change. Our commitment is to you first and foremost. This leaves us free to partner with a variety of plan providers. It also ensures our objectivity: we will not recommend a product, service, or plan provider that does not directly match your goals and values.