Our Mission & Values

Our Mission

To provide superior service and to continuously improve our service to meet or exceed our clients’ expectations.

Our Vision

To play an integral role in establishing and maintaining suitable and effective retirement savings programs for our clients.

Our Core Values

We are committed to excellence and producing the best work possible. We focus our energy, time and effort on providing exceptional service to address our clients’ current and future needs. We recognize that every employee helps ensure the success of our business.


We maintain the highest standards of ethical conduct and professionalism. We believe that honesty, trustworthiness and a desire to do the right thing are essential traits.


We seek to develop intimate business relationships based on trust, respect and fairness. We exhibit active listening and open communication in our desire to partner with clients, plan participants and business associates so as to help them achieve their goals. SI GROUP team members hold one another accountable through respect and trust.


We value professional growth and life-long learning, and we view change as an opportunity and a catalyst for positive growth. Our profession requires challenging technical expertise in ever-changing markets.