Business Owners

As an investment consultant for employer-sponsored retirement plans, we provide customized strategies designed to help meet your particular needs. While we have resources that rival those of larger financial companies, we remain small enough that you and your employees can phone us anytime.

We can assist with all of your planning needs, including:

Retirement Planning

  • Assist in the design and implementation of your choice of corporate retirement plans, including 401(k) and Defined Benefit Plans
  • Provide information and advice on investment product selection
  • Provide educational support tailored to your business and schedule
  • Provide onsite support and communication of the plan to the participants
  • Review plan performance with management on a periodic basis

Employee Benefits

  • Determination of your specific needs
  • Knowledge of quality benefit programs and analysis of employer cost
  • Assistance with enrollment and follow-up services

Money Management

  • Advise individuals on their retirement plan distributions and tax-efficient investing
  • Analyze your requirements and design a plan based on your risk tolerance and investment time horizon
  • Design corporate investment programs, including profit-sharing plans
  • Recommend a variety of investment products, paying attention to tax-smart investing and the latest market trends
  • Provide continual support and service regarding investment performance, market data, and your investment goals

Make a strong contribution to the success of your plan—by outsourcing the administration to us.

Contact us today to learn more.