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.

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Plan benchmarking

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Selecting a vendor

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Employee Education 

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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.

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Executive benefit program design and implementation

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Analyzing plan data to help determine what your company needs

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Legislative and regulatory updates that might affect your plans

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Cost management strategies around health care benefits

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Negotiating renewal offers and reviewing employee contributions

Business Planning

We have experience supporting companies of all sizes, industries and stages of growth.

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Corporate document review

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Business and succession planning

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Corporate tax strategies

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Business overhead projections

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Insurance and investment strategies