Corporate Services
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.
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.
Ownership Protection
Design, implement, and monitor a plan to protect the ownership group and key employees.
Real Estate Sales
Design, implement, and monitor a plan to sell corporate real estate in a tax-efficient manner.
Tax Planning
We work with companies to help make sure they are implementing tax-efficient strategies by exploring many facets of the business.
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.
Employee Education Workshops
Provide education to employees in a group setting to address various financial planning topics.
Executive Benefit Plans
Design, implement, and monitor a plan that provides additional benefits to key employees.
Employee Stock Programs
Design, implement, and monitor a plan that provides employee ownership and corporate liquidity in a tax efficient manner.
Fiduciary Services
We provide fiduciary services utilizing our Accredited Investment Fiduciary (AIF) designation.
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.
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.
shawn@steffensfinancial.com | 973-786-3696