Your Vision, Bolstered by Expertise

    You know where you want to go—and having a trusted guide by your side can make all the difference in helping you get there. We’re with you every step of the way, anticipating and addressing the issues that affect you as a business owner or plan sponsor, so you’re empowered to pursue your aspirations.  



    Solutions Powered by Forward Thinking

    Whether you’re just starting your company or you’ve dedicated years to building it, your business may be your most significant asset. This means its financial success can have an immediate impact on the economic security of your family.

    We work with you to create a strategic plan around the unique issues specific to you as a business owner or shareholder, helping you prioritize and balance your business ambitions with personal and family needs. Together, we’ll consider options for everything, from enabling you to tap the value of your business to support your retirement, to ensuring that your family can benefit from the value of your business in the event of something unforeseen. All to help you optimize value and minimize risk throughout the life cycle of your business and pave the way toward the legacy you envision.



    Risk Management Planning


    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.  

    Executive Planning


    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.

    Succession Planning


    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.



    Specialized Retirement Plan Knowledge for Your Firm and Your People

    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.  


    An Independent

    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.


    Employee Engagement and Education

    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.