Products & Services
Products & Services
We offer assistance with:
Investments/Financial Planning Services
Fundamentum – Redefining Diversification
Traditional Investing
Cash Management & Banking
Financial Analysis
Investment Consulting, Due Diligence and Oversight
Estate, Education, Philanthropic, and Legacy Planning
Risk Management / Insurance Review and Coordination
Income and Estate Tax Planning
Succession Planning
Trust Planning
We help you navigate the choices your company provides both while working and in retirement.
Corporate Employee Services
401(k) plan contribution and investment decisions
On-going financial education
Retirement distribution planning
Pension distribution options: Lump sum vs. Rollover
Stock planning: Options, Stock Purchase Plans, Restricted Stock Units (RSU)
Net Unrealized Appreciation
Pre-59 ½ retirement distribution planning
Optimizing Social Security decisions
Roth 401(k) and IRA analysis
Selecting corporate insurance coverage for life, long-term care and long-term disability
Integrating your company plan with your personal financial plan
Prepare you for the eventual transition to independence from your company and company benefits