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Companies & Organizations Services



Company & Organization Services


In addition to serving individuals and families, we work closely with business owners, which includes, sole proprietors, partnerships and corporations. We seek to understand the role that our clients’ businesses play in their overall financial wellness plan. By working closely in a collaborative effort with our business clients’ CPA’s and attorneys, we assist in implementing tax, estate and business succession plans.

Furthermore, we seek to help our business clients attract and retain qualified employees by providing guidance and counsel regarding business retirement plans, such as 401k safe harbor and profit sharing plans, Simple and SEP IRA’s and defined benefit plans. In addition to designing and implementing a retirement plan, our education and enrollment process fosters understanding of the plan benefits and participation by the employees.