Some of our qualified solutions include 401k and profit sharing plans, defined benefit plans, and IRA/pension rollover assistance.
Non-qualified solutions include disability insurance, Section 79 plans, asset management, and what we call AQS – Alternative Qualified Solutions.
The goal of this website is to be a resource for you. To that end we encourage you to read through articles in our Resources section. Watch videos detailing various strategies. Submit proposal requests online via our secure forms. If there’s something you think we should add, please contact us.
We are very much believers in collaborative planning and quite often work in conjunction with the client’s attorney, CPA, or financial advisor. The team approach works well and has enabled us to maintain lasting relationships with both clients and advisors.
“Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work.”