As independent advisors, we focus on investments.

   The ability to maintain quality investment options in your 401(k) starts with a good provider offering a large platform of low cost quality
   options. From this base, we research, screen, and construct a thoughtfully designed portfolio of available investments for your plan. Your
   investments are benchmarked quarterly, based on numerous factors, using Morningstar Advisor Workstation and fi360. Quarterly reports are
   emailed to you and uploaded to your folder at the 401KO website for your review and record of fiduciary due diligence. 
Securities and investment advisory services offered through:
Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names,products, or services referenced here are independent of WFS.