Business Financial Planning Services

Business Financial Planning Services

For business owners, the implementation of a sophisticated investment and /or retirement savings plan provides a valuable opportunity to increase personal retirement savings on a tax deferred basis. Further, a thoughtfully designed plan will help employers sustain a competitive advantage in attracting and retaining talented employees. We have the ability to act as fiduciary and investment manager as defined by section (3)38 of ERISA. Through our institutional asset management platform, Freedom Capital Management Strategies, our experienced Investment Committee constructs and monitors the investment line up in accordance with ERISA guidelines. Further, we can provide support in drafting an Investment Policy Statement (IPS) that outlines the important investment objectives of your corporate plan.

 

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Individual Financial Planning Services

We believe in a holistic/life planning approach to financial services so we lead with understanding what is most important to you.  Learn more

Business Financial Planning Services

For business owners, the implementation of a sophisticated investment and /or retirement savings plan provides a valuable opportunity to increase personal retirement savings on a tax deferred basis. Further, a thoughtfully designed plan will help employers sustain a competitive advantage in attracting and retaining talented employees.