Our Services
Investment Planning & Wealth Management:
- Strategic and Tactical Strategies
- Asset Allocation Strategies
- Stocks, Bonds, Mutual Funds, ETFs
- Alternative Investments
- CD’s
- Structured Notes
- Annuities
Wealth & Estate
Planning:
- Holistic Financial Planning
- Retirement and Income Planning
- Estate Planning and Trust Strategies
- Tax Reduction Strategies
- Business Retirement Plans
- Executive Comp and Employee Stock Options
Corporate
Retirement Plans:
Plans Offered:
- 401(k) & 403(b) Plans
- Profit Sharing Plans
- Non-Qualified Executive Benefits
Guidance on Investments & Fiduciary Solutions:
- Recommend and review Plan providers
- Comprehensive coordination of Request for Proposal (RFP) process
- Annual Plan Review and performance benchmarking
- Review expenses
- Assess gaps to fiduciary standards
- Assistance with Investment Policy Statement development
Plan Design:
- Define appropriate design features to help meet plan sponsor goals such as identifying optimal match formulas
- Educate on plan-level compliance reporting and notice disclosure requirements
- Technical expertise on regulatory issues, legislative updates and industry trends
Participant Communication & Education Programs:
- Group enrollment meetings
- Periodic Investment articles
- On-site educational seminars
- One-on-one financial wellness reviews
Insurance & Personal Risk Management:
- Corporate Key Person Life Insurance
- Buy-Sell Design and Funding
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Longevity and Income Insurance
Contact us today: