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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 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.