Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.
Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.
Whatever your goals, we build solutions that serve you best.
Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.Learn More
Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.Learn More
Third Party Administration
Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.Learn More
Retirement Plan Consulting
Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.Learn More
Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.Learn More
Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.Learn More
Recent Blog Posts
Let’s ask Siri. Or Alexa. Or maybe we’ll Google “TPA.”
Okay, so Google says “TPA” means Tissue Plasminogen Activator! And if you’re an M.D. (I suppose I should clarify that means Medical Doctor), Tissue Plasminogen Activator is the only thing TPA stands for!
Oh, but if you’re an attorney, it means Tri Party Agreement … or is it Trade Practices Act? But what if you’re a dentist? Every dentist knows that TPA means Transpalatal Arch! And if you’re a pilot, it means Tampa International Airport!
Saving the best for last, if you’re the President of the United States, it means Trade Promotion Authority: a power reserved specifically for the President of the United States!
Most qualified retirement plans need a fidelity bond. This has been the rule for more than 40 years. Even so, it is not the kind of thing the typical plan sponsor spends a lot of time focusing on. A what bond? Fidelity who? We run across a number of plans which either (i) don’t have the required bond or (ii) have a bond but the employer doesn’t realize it or know how they got it.
The fidelity bond rules can be found in the Employee Retirement Income Security Act of 1974, commonly known as ERISA. Hence, fidelity bonds are sometimes called ERISA bonds. The Department of Labor addressed many questions about fidelity bonds in Field Assistance Bulletin No. 2008-04. We will hit some of the highlights here.
See our recap of April's key statistics and market commentary below.
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