Qualified Plan Advisory - We help offload elements of your fiduciary duty and establish an investment committee to oversee plan benefits. Fiduciary support includes investment analysis, fee benchmarking, employee engagement, and plan design. Working alongside plan sponsors, we seek to design a plan which maximizes and provides a meaningful benefit for participants with the goal of retaining key employees, increasing financial literacy, and optimizing retirement outcomes.
Business Consulting – In addition to qualified plan services, we can assist the business owner’s network of attorneys, tax professionals, and other experts with investment planning. We believe small business and self-employed individuals are an underserved community that can benefit greatly from investment planning to grow revenues, decrease risk, and increase business value. This includes solutions in exit planning, succession planning, insurance coverage and capital gains mitigation.