Serving as a partner to employers and their valued employees.
We specialize in serving the needs of boutique firms with highly compensated employees. We work to decipher the best benefit plans for organizations based on their specific business goals and team structure. Our role is to put the right solutions for your business into place and to be an ongoing resource in guiding your employees with their benefits opportunities.
Enhancing your organization’s trajectory—and your team’s outlook.
From small business owners just starting out to those with established companies, we offer hands-on guidance to improve your benefits offerings and your work environment.
Retirement Plan Advising
Helping you ascertain the correct plan for your business and team is where we begin. We offer a variety of options:
- 401(k) defined contribution plans
- Roth 401(k) plans
- Defined benefit plans
- Non-qualified deferred compensation
Once we’ve figured out the best option for your business, we’ll facilitate putting it into place.
For highly sophisticated employees, our flexible approach allows us to take advantage of strategies like placing private equity in defined benefit plans and building 401(k) plans that allow for MEGA Backdoor Roth IRAs. You're likely to impress any employee with these alternatives.
We’ll work with your team to educate them on the details of their benefits plan. If you offer stock or restricted stock options to your team, we’ll work with your team members to determine how to best handle them based on each employee’s unique tax implications and overall life situation.
Key Person Insurance
For the critical members of your team, we’ll assist you in identifying the right insurance policies. In the event of a death of a core leader, having a protection plan in place helps prepare your business and team to continue functioning.
Putting care into your team’s morale—and thought into the future of your business.
Creating an environment for your employees to thrive is key. Why? Because most high-performing businesses are a result of a team that’s driven to succeed. We assist small businesses in achieving their goals by helping ensure their team members are adequately cared for.