Independence and Experience

Independent Knowledge Brokers

Longfellow has built its retirement practice to be independent of outside influences. 100% of our focus is on finding the retirement plan solutions that meet each client's unique needs, culture, circumstances and expectations. Having clients with dozens of record keepers, we understand each provider's particular strengths and the differences between them, allowing us to evaluate and recommend the right fit for each client.

Full Disclosure

Longfellow has always steered clear of any preferred payment arrangements. Remaining independent of outside influences allows us to bring our clients the best products and services without any conflicts of interest. We are up front about our compensation and will work with you through a fee audit conducted by an independent, third-party vendor that includes our fees as part of the benchmarking.