Empower Your Business and Your Team
Comprehensive financial solutions for businesses of all sizes, from employee benefits and retirement plans to strategic business owner services.
Schedule Consultation Contact UsComprehensive Business Services
From employee benefits to business succession planning, we provide the expertise to help your business thrive
Employee Benefits Consulting
Design competitive benefit packages that attract and retain top talent while managing costs. We help you evaluate options, negotiate with providers, and implement comprehensive benefits programs.
- Benefits package design and benchmarking
- Health insurance and group benefits
- Employee financial wellness programs
- Benefits communication strategies
Retirement Plan Services
Implement and manage 401(k), 403(b), and other qualified retirement plans. From plan design to fiduciary support, we handle all aspects of retirement plan administration and compliance.
- 401(k) and 403(b) plan design
- Fiduciary oversight and support
- Investment menu construction
- Employee education and enrollment
Business Owner Planning
Strategic financial planning specifically for business owners, addressing both personal wealth and business financial needs including succession planning, exit strategies, and wealth transition.
- Business succession planning
- Exit strategy development
- Key person insurance
- Buy-sell agreement funding
Executive Compensation
Design and implement sophisticated executive compensation strategies including deferred compensation plans, equity incentives, and supplemental retirement arrangements.
- Deferred compensation planning
- Stock option and equity strategies
- Supplemental executive retirement plans
- Golden handcuff arrangements
Corporate Cash Management
Optimize your company's cash position with strategic investment solutions designed for corporate treasuries, ensuring liquidity while maximizing returns on excess cash.
- Short-term investment strategies
- Liquidity management
- Treasury optimization
- Capital preservation planning
Compliance & Fiduciary Support
Navigate the complex regulatory landscape with confidence. We provide ongoing compliance monitoring, fiduciary training, and documentation to help protect your business.
- ERISA compliance oversight
- Fiduciary training and education
- Plan audits and reviews
- Regulatory update monitoring
What We Offer
Our business services deliver measurable value for your organization
Attract & Retain Talent
Competitive benefits packages help you recruit and retain the best employees, reducing turnover costs and building a stronger team.
Reduce Fiduciary Risk
Our expert guidance and documentation help protect your business from costly compliance issues and fiduciary liability.
Enhance Employee Satisfaction
Well-designed benefits and financial education programs improve employee morale, productivity, and job satisfaction.
Streamline Administration
We handle the complex administrative tasks, freeing you to focus on running your business while we manage the details.
Our Approach to Business Services
Business Assessment
We analyze your current benefits, compensation structures, and business financial situation to identify opportunities for improvement.
Custom Solutions
We design tailored strategies that align with your business goals, budget, and industry best practices.
Seamless Implementation
Our team manages the entire implementation process, coordinating with providers and ensuring smooth transitions.
Ongoing Partnership
We provide continuous support, monitoring, and optimization to ensure your programs remain competitive and compliant.
Serving Businesses Across Industries
We work with companies of all sizes and across diverse sectors
Professional Services
Law firms, accounting practices, consulting groups
Healthcare
Medical practices, dental offices, healthcare systems
Technology
Software companies, IT services, tech startups
Manufacturing
Industrial manufacturers, production facilities
Retail & Hospitality
Retail chains, restaurants, hotel groups
Construction & Real Estate
Development Firms, Contractors, Realty Brokerages
Ready to Enhance Your Business Benefits?
Schedule a consultation to discuss how we can help your business and your team succeed.
Frequently Asked Questions
Common questions about our business services
What size businesses do you work with?
We work with businesses of all sizes, from small companies with 10 employees to large corporations with thousands. Our services are customized to fit your specific needs, whether you're a startup looking to establish your first benefits package or an established company seeking to enhance existing programs.
How do you charge for your services?
Our fee structure varies based on the services you need and the size of your organization. We offer transparent pricing with no hidden fees.
For retirement plan services, we typically charge a percentage of assets under management or a per-participant fee. Employee benefits consulting may be fee-based or commission-based depending on the arrangement. We'll provide a detailed proposal during our initial consultation.
What does it mean that you're a fiduciary for retirement plans?
As a fiduciary, we are legally and ethically obligated to act in the best interests of your retirement plan and its participants. This means we must put your interests ahead of our own and provide advice that serves your plan's goals.
We help you fulfill your fiduciary responsibilities as a plan sponsor by providing expert oversight, documentation, and compliance support to protect both you and your employees.
How long does it take to implement a new retirement plan?
Implementation timelines vary based on plan complexity and your specific requirements. A typical 401(k) plan can be implemented in 60-90 days from initial consultation to employee enrollment.
This includes plan design, provider selection, documentation, compliance review, and employee education. We manage the entire process to ensure a smooth launch with minimal disruption to your business operations.
Do you provide employee education and support?
Yes, employee education is a key component of our services. We offer enrollment meetings, financial wellness seminars, one-on-one consultations, and ongoing educational resources to help your employees make informed decisions about their benefits and retirement savings.
Educated employees are more likely to participate in and appreciate their benefits, which increases the value of your investment in these programs.
Can you work with our existing retirement plan?
Absolutely. We can conduct a comprehensive review of your existing plan to identify opportunities for improvement in investment options, fees, features, and compliance. Many businesses come to us seeking a second opinion or looking to enhance their current programs.
We'll evaluate whether your current plan is serving your needs effectively or if changes could better support your business goals and employee satisfaction.