Running a small business can be stressful

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Retirement Plan

We provide advisory or consulting services on behalf of the retirement plan and the company. Our retirement plan advisory services are designed to assist the plan sponsor in meeting its fiduciary obligations to the plan and its plan participants. Each engagement is customized to the needs of the plan and plan sponsor.

HOW I CHARGE

We can help you with any number of services listed to customize a solution to fit you and your business’s needs. 

Fee is based on complexity

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Services generally Include

Business Investment Accounts

Is your business holding onto too much liquidity than it needs to? It may be time to consider opening a business investment account. It works similarly to a personal investment account, but we take into account the larger scope of the business to determine the right balance between liquidity and smart investments. 

Financial Wellness, Educational Seminars, Workshops, & Speaking Engagements
Many business owners are recognizing that, in addition to physical and mental wellness, they need to be mindful of the financial wellness of their employees. Advocating for the overall well-being of your employees means improved morale and stronger retention. We have created a solution to support this commitment.

Partnering with some of the best vendors, we offer a one hour, a multi-part series, or a half-day training camp to empower your members, students, residents or associates with financial strength. It’s our mission to bring quality financial education to people who need it the most.

Financial education is essential

Let's discuss how we can support your business