Do you set up new retirement plans?
We can help guide you every step of the way from plan design to implementation to maintenance.
Can you help us with an existing plan?
Through our experience in this area we have put together a complete team of insiders and third party vendors that allow us to do a deep analysis on any existing plan to help with known issues and suggest improvements.
What about investing?
We can run an independent analysis on your current portfolio options, help with your plan options and have the capacity to serve as 3(38) and 3(21) fiduciaries.
Do provide insurance other than what is listed?
We have relationships that also specialize in working with lawyers and so we can help solve almost any insurance need an attorney or law firm may have from group disability and life plans to E&O coverage.
Do you work with individuals?
Certainly. Any service that we can provide for law firms can also be provided for individuals on a single, couple or family basis.
What is your service model?
By default we offer quarterly meetings, workplace financial education, and one-on-one counseling during the enrollment process. Additional services can be added as needed.