Overview

The liability behind corporate retirement plans or employee benefits program is one of the main reasons a CEO or business owner is up at night. We take a personal approach to corporate retirement planning. We get to know you, your company, and your employees as part of the planning process. Our goal is to listen to your needs and advise before we develop a plan.

With a thoughtful and comprehensive approach assisting with corporate retirement plan design, we bring decades of expertise (not just experience) that has guided effective solutions for organizations of every size. We even offer a “Fiduciary Briefcase” – a virtual vault that will help your committee manage a Department of Labor audit.

We work with individuals to assess and review current and future financial needs. We will focus on the areas of cash flow, savings, risk management, education funding, retirement planning, and estate planning.

We are here to provide literacy programs for your retirement planning and strategies that seek to build, or rebuild, your financial needs. We’ve designed a series of lunch & learns (or breakfast briefings) and can customize workshops to help employers and employees feel more confident about the retirement planning process and plans they elect.

An owner or CFO of a mid-size business, or human resource director of a large corporation, or executive director of a non-profit, your business and its employees have unique needs. Not only are you planning for the future of your business, but you are planning for the future of your employees. Your employees are the reason for your success. Planning for their financial future with effective Corporate Retirement Planners doesn’t have to be difficult.

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