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The Actuarial Consulting Group
Designers of wealth creation, wealth preservation, and wealth transfer strategies for executives, entrepreneurs, and affluent individuals, we believe in a comprehensive, fully coordinated approach when structuring a financial game plan. As consultants to business and industry, the firm`s collective expertise encompasses both consulting to management and active participation in the implementation and operation of a broad spectrum of business, tax, corporate benefits and other financial services. Our Family Office Services simplifes the complex financial lives of affluent individuals and families . And since the expense of health care, retirement planning, and investment management is so central to financial efficiency - for families, individuals, or businesses - our independent staff divisions dedicated to these essential areas complement our consulting efforts at every level. Our approach is simple. Your personal consultant works with you and your advisors to identify and clarify objectives, to develop a strategic plan of action to meet these objectives, and then to implement the agreed upon plan. Your personal consultant serves as your quarterback; orchestrating on your behalf a highly specialized team of experts in a broad spectrum of professional services. These include Income Tax Planning and Management, Investment Advisory, Estate and Trust Management, Accounting and Reporting, Philanthropy, Asset Protection and Insurance, Retirement Plan Design & Administration, Employee Benefits, and other specialized areas associated with financial efficiency . At times…depending on your specific needs...our expertise is delivered a la carte: Retirement Plan Design & Administration, Investment Consulting, Estate Tax Reduction, Income Tax Planning, Corporate Employee Benefits, or Financial Counseling services. At other times, fully integrated services are provided. Whether our services are delivered in a comprehensive, integrated approach or a la carte, our objective is to assure for you maximum financial efficiency leaving you free to focus on those activities that are most important to you...family, business, community. Every assignment, whether large or small, is embraced with the same dedication and pursuit of excellence that has long been described by others as a hallmark of our firm`s success. Our ultimate satisfaction comes in knowing that countless others benefit daily as a result of our vision and planning. Among our team are professionals with all the following designations: Attorney (JD), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Enrolled Actuary (EA), Accredited Estate Planner (AEP), Chartered Retirement Plans Specialist (CRPS), member of the American Academy of Pension Actuaries (MSPA), and Fellow of the Society of Actuaries (FSA). Clients or advisors who seek standards above the ordinary are invited to meet with us at no obligation. Once goals, objectives, and the scope of desired services are determined, both a scheduled timetable and service fees are established prior to final engagement. For more information on our firm, you are invited to explore This is neither an offer nor soliciation to buy or sell securities of any type.
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Individual Financial Counseling