Broker Check

corporate plan sponsors

Corporate retirement plans customized to each company

Corporate retirement plans customized to each company

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.


A defined contribution plan where an employee can make contributions from his or her paycheck either before or after taxes, depending on the options offered in the plan.

Profit Sharing Plan

A defined contribution plan in which an employer has discretion to determine when and how much the company pays into the plan.

Defined Benefit Plan

A company pension plan in which an employee's pension payments are calculated according to length of service and the salary they earned at the time of retirement.  Our team can manage assets to current liabilities. If needed, we can also help with the termination process.

Cash Balance Plan

A pension plan under which an employer credits a participant's account with a set percentage of his or her yearly compensation plus interest charges.  Our team can help manage assets to a stated rate.

Non-Qualified Deferred Compensation (NQDC)

An elective or non-elective plan, agreement, method or arrangement between an employer and an employee (or service recipient and service provider) to pay the employee or independent contractor compensation in the future.  Our team can help with funded and unfunded plans, as well as corporate life insurance plans.

Employee Stock Ownership Plan (ESOP)

A retirement plan in which the company contributes its stock (or money to buy its stock) to the plan for the benefit of the company's employees.

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. |  858.634.9665