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Employee Benefit Services

Bridging the Gap

Between your employees’ needs and your business’s resources.

With collaboration at the forefront of our firm, we believe in a team approach when it comes to the many facets of financial planning.

As financial planners and business owners, we can help your company stay ahead of increased scrutiny of retirement plans’ fiduciary requirements.

Being independent allows us to tailor your 401(k) plan to your organization’s size and needs — with a focus on keeping investment costs low — making sure the things you outline benefit the right people.

In order to accomplish this, we conduct a thorough analysis and benchmarking of your current 401(k) retirement plan, including:

Evaluating

The quality of the current investment platform, total plan cost and vendor revenue.

Completing

An annual review.

Creating

A documented investment policy statement.

Educating

Your employees.

In addition to traditional retirement plans, we also design defined benefit plans, non-qualified deferred compensation plans and executive benefit and retention tools.

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