ABOUT US

ProCourse specializes in advising over 401(k), 403(b), and other corporate retirement plans.

Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with. 

We do this by managing retirement plans and financial wellbeing programs: working with employers to make strategic decisions that can actually move the needle and improve financial outcomes.

The Skinny:

• Always acting in the best interest of your employees, we take on fiduciary responsibility with every client

• Fee-only fiduciary advisors

• Operating as an independent RIA, we have an advisor affiliation with Pensionmark Financial Group, providing us with access to a breadth of technology, tools, and resources to help improve your retirement plan. 

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Let us help you make a difference for your employees and your bottom line.