Starting and running a business carries its own set of risk exposures. We can work with your extended network of attorneys, tax advisors, and other professionals—or introduce you to ours—to help identify these factors based on the type and location of your business, your human resources, your tax circumstances, and other areas, and explore options for mitigating your exposure.
The size and structure of your business influence your compensation system. Rely on us to help you create an executive compensation plan that incorporates both cash and non-cash approaches, integrating benefits such as insurance, retirement plans, and stock options.
Whatever the circumstances—from determining valuation and positioning your business for sale, to identifying and grooming a successor—we’ll help you lay the groundwork for protecting your legacy and ensuring a smooth transition.
When it comes to retirement plans, there’s no one-size-fits-all solution. Our industry expertise and designations, coupled with our individualized, consultative approach, means you can expect a plan that’s tailored to fulfill your firm’s objectives—and provides the investment options and overall value your employees want.
Our independence allows us to align our interests with yours, so you’ll know that the advice we offer is singularly aimed at meeting the objectives of your firm and employees, and on helping you fulfill your fiduciary obligations.
The investment recommendations we make are based on a rigorous quantitative and qualitative evaluation process. We also help craft your plan’s investment policy statement and provide ongoing monitoring and review of investments and providers.
We share the fiduciary role with you, helping you to navigate industry changes and manage risks, ensure that you’re up to date on the latest requirements, and keep your plan well documented.
We create a customized employee education program focused on maintaining financial wellness through planning and saving. Your employees receive the advice they need, and you demonstrate prudence and accountability by providing them with resources to help them pursue their retirement goals.