Our Guiding Principles

We work with our clients' best interest in mind with a goal of managing the inherent risks of a qualified plan while striving to maximize efficiencies and services.  Our 30 years experience combined with numerous industry affiliations, relationships, and continuing education requirements are evidence of our commitment to being an industry leader and resource to you and your plan.  These commitments and principals allow us to readily adapt to changes in the market without sacrificing the quality or integrity of our work. This has been our governing principal since 1982.

Culver Retirement Services, Inc. is guided by these core principles:

• Independence
  We insist on independence from third parties, especially mutual fund companies and retirement plan service providers.
• Integrity
• Transparency
  Full fee and service disclosure.
• Competence
  We only provide advice in areas in which we have proven expertise.
• Confidentiality
  We treat all of the knowledge and information gained during the consulting process with the utmost confidentiality.