Team
Professional Retirement Planning L.P. - Investment Advisors with years of Pension and 401(k) plan experience that have identified a prudent investment strategy for their clients.

Dimensional Fund Advisors - An academic based mutual fund company that offers no-load, institutional passive asset class mutual funds.

BAM Services - A Turn-key Asset Manager Provider "TAMP" which provides back office services to registered investment advisors.

Charles Schwab and Co. - Serves as our custodian and broker for client trades.

Fidelity - Serves as our custodian and broker for client trades.


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