financial management for

individuals

Your personal financial plan is a work in process, constantly changing as your needs and resources changes.  We work with clients to not only meet but anticipate needs.  Our goal is to create a long term partnership with our clients that will last through retirement.

• Asset Management
• Annual/Ongoing Reviews
• Identify Assets and Liabilities
• Goal Setting
• Risk Managment
• Saving Strategies
• College Savings
• Retirement Planning
• Outside Investments
• Tax Strategies
• Estate Planning

financial management for

companies

RETIREMENT PLAN SERVICES

• Plan Design Consulting and Benchmarking Services
• Conversion/Implementation Management
• Investment Consulting and Review
• Investment Policy Statement Creation and Monitoring
• Ongoing Plan Reviews
• Comprehensive Annual Review
• Review Meeting Documentation
• Initial and Ongoing Employee Education Services
• Custom Financial Planning Employee Workshops
• Management of Distribution Services
• Department of Labor File review and support
• Management of Service Initiatives
• Creating a Retirement Plan Committee
• Ongoing Plan Sponsor Steward Education

ADDITIONAL SERVICES FOR CORPORATIONS

• Executive Savings Plans
• Cash Management
• Risk Management – Key Man, Buy Out, etc.
• Succession Planning
• Benefit Surveys

financial management for

non-profits, foundations, Trusts

RETIREMENT PLAN SERVICES

• Management of Service Initiatives
• Committee Charter
• Investment Consulting and Review
• Investment Policy Statement Creation and Monitoring
• Design Consulting and Benchmarking Services
• Review Meeting Documentation
• Comprehensive Annual Review
• Ongoing Plan Sponsor Steward Education
• Cash Management