For Business Owners

    We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the financial wellness of all of your employees. We pay particular attention to plan costs, investment diversification and participant education to provide:

    • Expert guidance: Consider us an extension of your HR department; we will simplify the management of your retirement plan and allow you more time to focus on other aspects of your business.
    • Fiduciary know-how: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.
    • Investment support: We help you draft an effective investment policy statement, make sure that you can offer a range of diverse, cost-effective investments and use customized reporting to measure plan effectiveness and illustrate comparative fee/performance benchmarking.
    • Customized education programs: We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

    Our retirement plan clients range from small businesses with fewer than 10 employees to larger companies with 500+ employees.  Most C-level Executives, especially those in closely-held businesses, take advantage of the Personal Financial Planning Program to create a retirement plan that is well-coordinated with their personal assets.  We help all our clients understand the path for the future and ensure that their business is protected in case of an unexpected death or disability.  This service serves as a nice complement to the Retirement Plan Consulting arrangements we maintain in the following industries: 

    •  Commercial Real Estate  •  Engineering  •  Food & Beverage  •  Insurance & Financial Services  •  Media & Entertainment 

    •  Medical  •  Mortgage Origination  •  Non-Profit  •  Plumbing, Electric & HVAC  •  Real Estate Construction & Development

    Contact us today to see how your plan and your employees can benefit from working with us as your trusted retirement plan partner.