We help you manage the moving parts of your financial life. Without marginalizing any of your trusted professionals (CPA, Attorneys) who already work for you, we partner with a team of CPAs and Attorneys for whom we’ve conducted due diligence and are confident will provide unbiased advice, guidance, leadership and expert implementation.
Group Retirement Plans
You’re building a company based upon the goals you’ve set. Therefore, your company should have a retirement plan that fits your specific needs.
As an independent investment firm, we are able to work with other service providers in designing a plan that fits your company and your budget. Whether it is bundled or unbundled, our objective is to tailor a group retirement plan that is easy, convenient, and cost-effective. Once designed and implemented, we work hard to ensure your plan participants receive service access 24/7 and training regularly.
Schedule a free consultation either to determine if we can help you save money on your current group retirement plan or if you are interested in setting up a new plan for your company.
Planning and caring for a child or loved one with a developmental disability is filled with many challenges. In addition to day-to-day matters, you also have to take extraordinary precautions in planning for your loved one’s future as well as your own.
Within our network, we have relationships with specialists who are particularly sensitive to the planning requirements of individuals with disabilities. Together, we collaborate on constructing a comprehensive strategy that addresses your needs and concerns so that you may focus on what most important to you — caring for your loved one.