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Corporate Services

Retirement & Savings Plans

We manage retirement & savings plans by focusing on fee efficiency, tax planning, fiduciary services, and showing clients how to contribute significantly more than typical 401(k) & Profit-Sharing plan limits.

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Business Succession Planning

We will design, implement, & monitor a tax-efficient plan to help you buy/sell a company, or transfer the company to the next generation, now or sometime in the future.

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Ownership Protection

Design, implement, and monitor a plan to protect the ownership group and key employees.

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Real Estate Sales

Design, implement, and monitor a plan to sell corporate real estate in a tax-efficient manner.

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Asset Management

Manage corporate investment and money market accounts.

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Tax Planning

We work with companies to help make sure they are implementing tax-efficient strategies by exploring many facets of the business.

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Financial Wellness Program

We provide employees, executives, owners, and board members individual customized financial advice, discuss the psychological impact financial stress can have, and make recommendations to alleviate or reduce financial stress to help improve your financial well-being.

Financial Wellness Program Details – Click Here

Employee Education Workshops

Provide education to employees in a group setting to address various financial planning topics.

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Executive Benefit Plans

Design, implement, and monitor a plan that provides additional benefits to key employees.

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Employee Stock Programs

Design, implement, and monitor a plan that provides employee ownership and corporate liquidity in a tax efficient manner.

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College Savings Plans

Implement and monitor corporate sponsored college savings plans.

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Fiduciary Services

We provide fiduciary services utilizing our Accredited Investment Fiduciary (AIF) designation.

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Are you getting the personal attention you deserve?

The overriding principle that our clients’ best interests are above all else is the reason why the relationships we’ve built are authentic and long-lasting.

Get In Touch

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you. | 973-786-3696