Broker Check

Corporate Services

There are primarily 5 areas within a company where an investment consultant can be helpful: qualified and non-qualified retirement plans, corporate cash management, stock purchase plans, and stock option plans. Our firm has been quite successful in assisting companies in these areas. Obviously, if the company is not publicly traded, stock options and stock purchase plans would not be addressed. Employee education on their particular benefits package is something in which we could be of service.

Corporate Services