Employer Services

How can we solve problems for you?

  • We can maximize plan design for YOUR company.
  • We can show you how your plan compares to others in your industry and business size.
  • We can help you KEEP or ATTRACT Key employees or executives.
  • We can develop an investment risk measurement process for your company.
  • We can help you develop and carry out an exit strategy.

Need a Professional Referral?

We work with your own Business and/or Personal Tax Professional to enhance the suitability of your personal financial strategy. If you need to build your network of professional advisors, we can refer professionals in the following areas:

  • Business Transaction Attorneys (contract/litigation)
  • ERISA Attorneys
  • Estate Attorneys
  • Real Estate Attorneys
  • All Aspects of the Real Estate Transaction
  • Business Valuation
  • Payroll/Bookkeeping/CFO Services
  • Third Party Administration – Qualified Plans
  • Marketing
  • Web Design
  • Business Brokers
  • Health Insurance

Click here to schedule your complimentary consultation today!