We can help you with all of the following:
- Small business consulting
- Plan evaluation
- Partnership/shareholder agreements
- Stock option plans
- Deferred comp plans
- Advising on employment contracts
- Late-stage college funding
- Divorce financial settlement reviews
In addition to serving individuals, we work with employer-sponsored retirement plans, acting as a 3(28) or 3(31) fiduciary to the plan.
Want to know more about how we can help you? Send us your question in the Contact Form at the bottom of the page.