We meet with you to understand your concerns. If requested, we review current and historical financial statements and key legal documents to obtain a further understanding of your business. Following this meeting and document review, you can expect the following:
- An initial assessment
- Written preliminary findings including proposed tangible recommendations and action items
- Assistance with prioritizing action items and tasks (mitigate weaknesses and identify opportunities for the business)
- Periodic meetings to monitor progress and update the plan
- Ongoing support; serve as a confidential, knowledgeable sounding board. In some relationships and to varying degrees this effectively takes on the role of an advisory board.
Providing maximized tax deferral options for business owners while offering robust, cost-efficient, customized, and user-friendly retirement plans to employees.