Through alliances with a variety of institutional partners including TD Ameritrade Institutional, Pension Design Group, Summit Benefit Solutions, and HR Butler, we design, implement, and manage corporate and non-profit retirement plans for companies based in Ohio with satellite locations across the country.
There are five significant components that separate us from the vast majority of financial planning and investment management firms:
Through our retirement plan consulting process, we analyze your business, offer objective advice and strategies to increase service, decrease cost, and lower your tax bill, all while protecting you from fiduciary liability.
From 401(k)’s and profit-sharing plans to executive benefit Cash Balance plans – the possibilities are endless. Head over to our contact page to request an unbiased analysis of your company’s retirement planning needs today.