The proposed funds would be used in two ways, improve and strengthen the current client experience and marketing/advertising for new 401k plans and individual clients. My target market consists of approximately 600 401k plans in Indiana representing nearly 3 billion in plan assets. These assets are from private practices not Health systems. My return on assets for 401 management is .75% annually based on the value of the plan.Over the last few years I have developed an excellent relationship with the a local Medical Society. My new client development strategy revolves around building on that relationship. By partnering with the MS for various events Physicians Wealth gains access to their members and transfers a certain amount of legitimacy that we are the preferred firm for Doctors and Dentists. Investment would be largely for soft dollar costs, seminar, advertising and portfolio management software.