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We can help alleviate your fiduciary responsibilities, keeping your plan compliant through evolving regulations, to give you more time to focus on what you do best – run your business.We take responsibility for running your plan smoothly and effectively. Our retirement plans are flexibly designed - with diverse lineups for the do-it-yourself investor and managed accounts for employees seeking professional investment expertise.
For many of our clients, it's critical that their money is working efficiently and in a prudent, sustainable fashion.We have generations of expertise in risk assessment and mitigation, and our clients have benefited from our experience for nearly 70 years.We start by carefully examining everything in our client's life with a dollar sign attached to it.Through on-going re-evaluation we track our client's progress toward their goals.No matter what happens throughout your life, you'll always have a pulse on your financial health.Business owners essentially have three options available to them upon exiting their business: keep the business in the family, sell it to outsiders or liquidate it. We create a fire drill aimed at answering the question of what happens to the business in the event of a myriad of stress scenarios, including premature death, disability and retirement. The effect of these stresses on revenue, expenses, benefits, employee retention and profits give you an accurate overall assessment of the total impact on your business.
This process uncovers issues and opportunities, improves communications with other members of the business and family, and can help identify next generation leadership in order to address the complexities of choosing the correct option for your closely held business.
Using your current financial condition, documents, insurance, and family situation, we analyze the impact of these events on your estate taxes, cash flow, income, wealth transfer and family dynamics.
We then collaborate with you and your advisors to build and implement a comprehensive strategy that works for you and your heirs.
We're passionate about our work, and proud of the relationships we build. You've worked hard to reach your current level of success.
For many of our clients, this success comes with complexity.
Investing for your retirement is too important to leave to chance, so we offer plan participants more than one path to a secure retirement.