Broker Check

Employer Services

Client Centered

Retirement plans 401k, Simple, SEP, etc Fiduciary Compliance and Plan design Investment Policy Statement Fiduciary Education Employee Education Investment Monitoring Plan Benchmarking Employee Financial Wellness Program and Education Executive/Key Man benefits

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

Have a Question?

Thank you!