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Retirement Plan Consulting

Are you thinking about offering a retirement plan, or finding out how to get more value out of your plan?

Are you thinking about offering a retirement plan, or finding out how to get more value out of your plan?

If you are an employer, you want to attract and retain high quality employees.  Offering a retirement plan benefit comes with fiduciary responsibilities - and mistakes can be a costly liability.  

As a retirement plan fiduciary, I can help you stay compliant with your plan so you can be free to run your business.  Additionally, I provide financial wellness workshops and resources for your employees tailored to your company demographics and culture. 

My services enhance the value of retirement benefits for you and your employees- when your employees are empowered to control their finances and retire on time, this benefits everyone.


Custom Plans and Exit Strategies

Closely held business owners may need a custom plan to accelerate their savings in anticipation of retirement or selling their business.  Sophisticated plan designs and insurance strategies can help you plan your next steps and secure your legacy after building a successful business.  Give me a call to find out more.