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Services Overview

How We Work

Comprehensive Consulting to Assist with Employer Sponsored Retirement Plans

Overseeing the implementation of a best in class employer-sponsored retirement plan is a significant responsibility. Your plan and processes are being observed by various agencies and by your employees. It is important to the protect your employees interests and stay within the laws.

 As your partner, we can share this fiduciary responsibility with you, and implement a disciplined and best practice process to better manage your responsibilities. As well as provide resources to inform and educate committee members on ERISA's fiduciary liability.

Financial Planning Services for Individuals and Businesses

A successful wealth management strategy is one that provides you and your family today and preserves enough for future generations. To achieve this success, a financial strategy must be comprehensive. That’s why we work with your attorney, trustee, accountant, and other professionals as necessary to create a customized strategy that considers all your wealth management needs.

Depending on your stage of life and types of concerns, your financial professional will help you find the appropriate solutions to issues like funding for education or retirement, tax planning, protecting your assets and your family, and organizing your estate.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (978) 689-6974