About Us

I wanted to personally share an exciting new chapter in my career.

After many years working alongside trucking companies, fleet executives, and professional drivers, I have become a principal owner in a financial services firm focused on serving the transportation industry.

Our goal is straightforward: help trucking companies provide their employees and drivers with better financial tools while helping fleets strengthen driver recruitment and retention.

We will work with trucking companies across the U.S. in two primary areas:

401(k) Plan Management
We help companies evaluate, manage, and improve their retirement plans, with a focus on participation, education, cost, investment options, and creating a benefit that drivers actually understand and value.

Individual Employee Financial Education and Recommendations
We provide drivers and employees access to professional financial guidance beyond their 401(k)—helping them better understand saving, investing, retirement planning, and building long-term financial security for themselves and their families.

What excites me most about this opportunity is the connection to driver retention.

The trucking industry has invested enormous resources in recruiting drivers. I believe there is an equally important opportunity to help drivers build stronger financial futures and give them another compelling reason to stay with a company that invests in their long-term success.

This isn't about simply offering another employee benefit. It's about helping fleets create a financial-wellness strategy that can become part of their overall driver value proposition.

I have spent a significant part of my career working with transportation companies, and I look forward to continuing those relationships in this new capacity.

Over the coming weeks, I will be reaching out to a number of industry friends and colleagues. I would welcome the opportunity to spend 20 minutes with you, learn how your organization currently approaches retirement benefits and driver financial wellness, and share what we are building.

Thank you for your friendship and support over the years. I am excited about this next chapter and, most importantly, about continuing to serve the trucking industry.

Jeff Duffy
651-248-0783