Services

Executive Compensation: We craft customized compensation packages that attract and retain top talent while aligning with your company’s long-term objectives. Our approach integrates various elements such as salary, bonuses, stock options, and deferred compensation plans, ensuring your leadership team remains motivated and rewarded. We also provide ongoing consultation to adapt these packages to evolving market conditions and corporate goals. Let’s have that conversation to ensure your executive team is fully aligned with your company’s success.

Corporate Benefits: Our corporate benefits solutions are designed to enhance employee satisfaction and loyalty, creating a workplace environment that fosters long-term engagement. We develop competitive benefits programs that include health insurance, retirement plans, and wellness initiatives, all while balancing cost management with the needs of your workforce. By offering a holistic benefits package, we help you drive employee productivity and attract top-tier talent. Let’s have that conversation about how we can enhance your corporate benefits.

Estate Planning: Protecting your legacy is our priority. We help you navigate the complexities of estate planning, ensuring your assets are distributed according to your wishes while minimizing tax implications and providing for your loved ones. Our services include the creation of wills, trusts, and charitable giving strategies, as well as guidance on minimizing estate taxes and preserving family wealth for future generations. Let’s have that conversation to secure your legacy for generations to come.

Long Term Care: Planning for long-term care is essential for safeguarding your future. We offer strategies to protect your assets and ensure you have the necessary resources for quality care, preserving your financial independence and dignity. Our long-term care planning includes evaluating insurance options, understanding Medicaid and other government programs, and creating a financial plan that ensures you can afford the care you need without depleting your savings. Let’s have that conversation to ensure your future is well-protected.

Retirement Planning: We guide you through the intricacies of retirement planning, helping you build a robust retirement strategy that ensures a stable income and a comfortable lifestyle in your golden years. Our retirement planning services encompass investment management, tax planning, and risk management, tailored to your individual needs and goals. Whether you’re just starting to save for retirement or approaching the end of your career, we provide the expertise and tools to help you retire with confidence. Let’s have that conversation to secure your financial future in retirement.

Union Pensions: We specialize in managing and optimizing union pension plans, ensuring that they are well-funded and aligned with the long-term needs of both union members and their families. Our expertise includes navigating the unique regulatory and fiduciary requirements of union pensions, providing strategic advice on investment options, and ensuring compliance with all applicable laws. We work closely with union leaders to create pension solutions that offer security and stability for members, helping them achieve a comfortable retirement. Let’s have that conversation to ensure your union pension plan is robust and reliable.