Running a small business can be stressful
We are here to support you
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
inquire for details
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.
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.