Financial Planning – Corporate Services

The retirement plan is the cornerstone of financial security for most business owners and their employees. As such, it is critical that the retirement plan be properly designed, implemented, administered, and communicated to the employees. One of our fundamental services is the design, installation and administration of “qualified” plans, those that meet federal requirements for favorable tax treatment, allowing employers to make tax deductible contributions and employees to earn tax deferred benefits.

In addition to the design and implementation of qualified plans, we also design and oversee our clients’ pension plan investment portfolios, including tracking investment funds and evaluating and reporting on returns.