We work with our corporate clients in many different capacities, and our experience ranges from working with sole practitioners to large companies with over 14,000 employees. Regardless of your company’s size, our firm has the knowledge and experience to provide specific advice about many different topics.
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.
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.
We provide fiduciary services utilizing our Accredited Investment Fiduciary (AIF), Certified Plan Fiduciary Advisor (CPFA®/QPFC), and Nonqualified Plan Advisor (NQPA™) designations.
We work with companies to help make sure they are implementing tax-efficient strategies by exploring many facets of the business.
Manage corporate investment and money market accounts.
Broker of record for medical plans, including health insurance, life insurance, disability income, long-term care insurance, and HSA plans.
Design, implement, and monitor a plan to protect the ownership group and key employees.
Design, implement, and monitor a plan that provides additional benefits to key employees.
Design, implement, and monitor a plan to sell corporate real estate in a tax-efficient manner.
Design, implement, and monitor a plan that provides employee ownership and corporate liquidity in a tax efficient manner.
Implement and monitor corporate sponsored college savings plans.
Provide education to employees in a group setting to address various financial planning topics.
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.
The primary goal of our business consulting program is to create a win/win situation for both your company and ours. You receive the consulting services outlined below while saving a chunk of change in the process, while we take you on as a client by managing your company retirement and insurance plans.
Each client typically has a unique situation, which creates unique complexities. Our clients have vast backgrounds. Click the Learn More button to see the types of clients we have worked with.
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.
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