A business built to last is one that runs efficiently and is growing on a consistent basis. For most businesses, their most important asset is their people. We’ll show you how to reduce your income taxes, reward your team, and build creditor protected assets outside of your business.
While we work exclusively with high net worth families, we take tremendous joy in helping over 500 plan participants achieve financial freedom through their company retirement plan. We provide your team with the right investment options and ongoing retirement education while keeping costs down.
We serve as 3(38) investment fiduciary which means we take responsibility to design, implement, and monitor a line-up of world class investments. Is your advisor a 3(38) fiduciary?
We review and monitor fees and capabilities of current recordkeepers and third-party administrators to ensure continued fit and fulfilment of requirements as plan trustee
We will create and document plan/investment processes, ongoing plan reviews, key decision points, and participant education.
We will facilitate ongoing education to facilitate positive retirement outcomes for participants. This is typically delivered in person and/or webinar depending on the needs of your organization.
We help business owners prepare for the unthinkable. The loss of an owner or key-employee can significantly impact or even permanently close a once thriving business.
Identifies, incentivizes, and retains potential successors and key people ✓
Organizes a comprehensive, well-thought-out and funded buy-sell agreement ✓
Protects you and your team from the loss of income that can result from a disability. ✓
A business is typically the largest source of personal wealth for most owners. Exiting your business is most the important transaction of your life.
Build the right financial, legal, tax, and banking team ✓
Know your numbers so you can negotiate your deal and execute with confidence ✓
Build an investment strategy with your sale proceeds that delivers a lifetime of financial security. ✓
We’ve helped many business owners successfully navigate their exit, negotiate their deal, and map out a clearly defined post-exit strategy.