Business Finance
Art. Media. Tech. Music. Law. Luxury.
Financial services are different in these industries. We've been serving in them for 25 years. We have a lot of experience, and know where to get answers if you do manage to stump us.
401(k) Retirement Planning Services
401(k) plans have become a standard offering for employees—we can put one together that supports them and helps you attract and retain a talented team.
Plan benchmarking
Selecting a vendor
Employee Education
Increasing employee participation
Executive & Employee Benefit Programs
If you are like us, you have a people first mentality. We know how important great executive & employee benefit programs can be for retention and attracting new talent and are here to help you take care of your people and yourself.
Executive benefit program design and implementation
Analyzing plan data to help determine what your company needs
Legislative and regulatory updates that might affect your plans
Cost management strategies around health care benefits
Negotiating renewal offers and reviewing employee contributions
Business Planning
We have experience supporting companies of all sizes, industries and stages of growth.
Corporate document review
Business and succession planning
Corporate tax strategies
Business overhead projections
Insurance and investment strategies
