BUSINESS & PROFESSIONALS
“I never did anything worth doing by accident, nor did any of my inventions come indirectly through accident, except the phonograph. No, when I have, fully decided that a result is worth getting, I go about it, and make trial after trial, until it comes.”
– Thomas Edison
We customize financial services to promote thought and change where advantageous or to simply provide the satisfaction of knowing everything is where it needs to be.
Our approach to consulting is based on understanding the strength of your business is only one aspect of your life. Situational assessments help to identify retirement plan, cash management and operational concerns then pairs them with thoughtful financial solutions, placing you squarely on the path towards achieving financial success.
ASSESSMENT
Evaluations including and beyond the following:
- 401K
- 403B
- Highly Compensated Employee retirement
- Cash Management
THE CLIENT
Private clients originate from various industries and are small businesses and professionals such as:
- Medical practice
- Legal partnership
- Business owner
- Boards of directors
- Executive committee
- Retirement plan committee