We specialize in servicing and managing corporate retirement plans. We sign on as 3(38) fiduciaries, which allows us to act on behalf of the plan in selecting investments and providing dynamic asset allocation models for employees to choose from. Among the many services provided, it includes managing the investment lineup, conducting participant education meetings – both group sessions and one-on-one consultations, working with the service providers to ensure compliant and timely administration and record-keeping, as well as regular plan reviews and plan benchmarking to maintain transparency of costs and services.

We assist you in identifying your goals for retirement, and based on your current and projected financial situation, provide you with a customized, comprehensive plan to reach those goals. We work closely with you and your network of financial professionals to update that plan as appropriate.

We work side-by-side with you and your attorney to put in place the necessary legal devices (powers of attorney, wills, trusts, etc.) to efficiently and properly distribute your assets when you desire to do so.

And when a loved one passes away we are here to guide you through each step of gathering and then distributing assets to a spouse or beneficiary. 

We work with corporate clients to identify strategies for cash and investments at the corporate level, tailoring strategies to align with the company’s financial goals, objectives, and risk tolerance. Acting as fiduciaries, we optimize cash flow, enhance liquidity, and oversee a diversified investment portfolio to maximize returns based on individual corporation’s needs.

We help you give your way. Whether your goal is to maximize charitable impact, tax benefit, or family involvement, we help you navigate the world of complex Charitable giving and offer advice on Donor Advised Funds, Deferred Gift Annuities, Charitable Remainder Trusts, Family Foundations, and many other giving opportunities.

We ensure that you are in a position financially to meet the current and potential needs of parents, children, and/or other loved ones.

We coordinate with your CPA in order to develop tax efficient investment and income strategies.

We review the terms of your current policies and assess their relevance, and also help you determine what other coverage(s) you may need.

We review your current and projected income and expenses as well as other relevant factors, like debt and cash needs, to offer you an honest appraisal of your financial health and build a spending and savings plan that coincides with your lifestyle.

We help you understand the alternatives you have regarding stock options, restricted stock units, or other methods of non-traditional compensation you may be entitled to, and how those methods coordinate with your overall financial plan.

We coordinate with other professionals to make sure that your plan is thorough and tailored to your needs, and communicate regularly with you (by phone or in person) to establish that a proper plan is in place to respond to changing life circumstances accordingly.