I have business-owner prospects, I just need expert resources to help me.
Our suite of services allows business owners to focus on their business. We provide business owner financial planning, investment management including concentrated equity positions, ways to maximize stock options, executive benefits, business succession planning, tax planning, captive insurance, key employee protection, buy/sell agreements, disability buy-out as well as retirement plans services.
Our retirement plan division brings nearly a century of combined experience to all plan types including:
- Defined Contribution
- Defined Benefit
- Comparability
- Non-Qualified
- ESOP
- Executive Bonus Plans
- Traditional and Roth 401(k)
- SIMPLE/SEP IRAs
- Profit Sharing
We can support you in these areas:
We work with you on a plan-by-plan basis to define the level of support needed (who does what) and the compensation structure for the plan and ancillary business.
- Identifying opportunities
- Marketing content including door openers, fact finder and plan assessment
- Plan design consultation
- Vendor due diligence and proposals
- Presentations and securing the business
- Meeting agenda preparation
- Investment analysis, plan monitoring, communication and ongoing support.
- And more...
RPAG
Retirement Plan Advisors Group
Through Cambridge we have access to RPAG, the industry’s leading retirement plan practice management platform designed to create successful outcomes by protecting plan fiduciaries and engaging plan participants. RPAG adds a layer of depth with tools and processes in these areas:
Contact Wendy Lilly, CPFA® at w.lilly@VFGhelps.com to learn more.