Financial Consulting Services
Retirement Plan Consulting: If you have a pension or retirement plan such as a 401k, profit-sharing plan or money purchase pension, Retirement Solutions can provide you with a comprehensive Fiduciary Assessment and Retirement Plan Analysis (FARPA).
The FARPA provides you with a roadmap to follow to ensure compliance with the Pension Protection Act, Department of Labor and ERISA guidelines. Additionally, your existing investments/allocations are analyzed and recommendations are provided to make certain that your portfolio(s) is performing optimally.
Divorce Consulting: Evaluation of the financial issues in developing the Property Settlement Agreement (PSA) and evaluating the long-term financial impact of the PSA.
Business Consulting: Executive compensation planning; group benefits; pension consulting, new business structure, practice management and existing business exit/retirement strategies.