As a company leader, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. With us as your partner, you gain the confidence of knowing we are guiding you on the straightest path to your financial objectives.
Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to ensure your retirement plan remains aligned with your preferences as an institution, always propelling you toward your company mission.
We have expertise establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans. Our team helps to educate all plan participants so that they fully understand their options and can make well-informed choices on an appropriate approach for them.
Our focused expertise in executive compensation helps to ensure you and your employees are afforded options to minimize taxes while building wealth for your futures, an incentive and level of service sure to differentiate your company from your competition.
Services Include:
- 401(k) / Profit Sharing Plans
- Simplified Employee Pensions
- SIMPLE IRAs
- Safe-Harbor 401(k) Plans
- Owner Only/One-Person 401(k) Plans
- Age-Weighted/Comparability Profit Sharing Plans
- Defined Benefit Pensions
- Third-Party Administration (TPA) Partnerships
- Deferred Compensation Plans
- Key-Man Insurance Policies
- ESOPs
- Business Contingency, transition, & legacy planning
Managing, growing and preserving wealth for generations is our highest objective.
