About Us

Our firm was organized in 1989 with the following objective:

· To provide the highest quality professional services possible.

· To put the client’s need ahead of our own.

· To produce a modest profit.

 

Our founder and president, Richard O. Ellis, F.C.A., A.S.A., E.A., has over twenty-five years experience in the complicated retirement plan area.  We also maintain a dedicated, experienced staff of retirement plan specialists who know how to get the job done right.