Retirement Plan Consulting

Managing Your Retirement Plan

For all clients, we will review your company-sponsored retirement plan as part of your overall asset picture.  If desired, we'll make ad hoc recommendations to asset allocation and investment choices.


University of Michigan
We are approved as advisors to manage client portfolios in the University of Michigan Retirement Plan's Fidelity 403(b), 401(a) and 457 retirement accounts.  This is a service that can be provided on a stand-alone basis.  We have extensive first-hand experience in this plan as a former participant and as a board member of the U of M Retiree Association.  We conduct regular research on  plan investment options and rebalance accounts systematically with clients as part of this consulting service.



Business Owners and Highly Compensated Employees

We  guide self-employed individuals and business owners in selecting, opening and managing their retirement plan options such as SEP IRAs, SIMPLE IRAs, and individual 401(k)s.   For both owners and employees, we consult on 457 plans (deferred compensation), and the management of holdings in stock option plans and restricted stock. 

Our relationship with business owners goes beyond overseeing retirement and compensation plans. We will partner with your attorney, business consultants, and CPA to coordinate the management of your business through critical times in its life cycle such as acquistions, distributions to owners, and succession planning.

* This material has been provided for general informational purposes only. Investors should consult with a business planning professional regarding their individual situation.

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