QBOX Boxes of Responsibility Process We Make It SIMPLE
As an independent Registered Investment Advisory (RIA) firm, we have a fiduciary duty to provide advice or options that are in the participant’s best interest. Our service model is best visualized through the QBOX “Boxes of Responsibility” which clarifies each Service Provider's:
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Services We provide for our clients
We help: ERISA 3(21) Services Our Partners Include:
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