Over the course of running a business there are times when money needs to be invested and managed. We serve business owners in a variety of ways.
Contact us to schedule a short discovery meeting
Service Highlights:
- 401(k)s
- ERISA defined fiduciary
- One on one education meetings with staff
- Quarterly committee meetings
- Plan oversight
- Investment management
- Solo 401(k)s, Simple IRAs, SEP IRAs
- Defined benefit plans or cash balance plans
- Corporate accounts managed to optimize tax savings
- Fiduciary committee assembly