Professional Financial Services for Your Business
We know the industry and we know the marketplace and our independence allows us to recommend competitive benefits to help meet your objectives and to help attract and retain the best people while making smart choices with your money.
Retirement Plans – From a SIMPLE IRA to a Safe Harbor 401(k) or some more sophisticated defined contribution or defined benefit plan such as a new comparability or mirror plan, our goal is to find the right design, and investment and administrative platform to meet your needs and keep you out of the retirement plan business. We are dedicated 401(k) and 403(b) plan design consultants.
Executive and Owner Benefit Plans* – We will benchmark, design, find products for and implement your executive program. From business and/or succession planning to key person insurance to stock options to SERPs, to nonqualified deferred compensation or disability income, we will work with you to customize a cost-effective and administratively easy approach. Also available are financial and estate planning services for your executives.
Complimentary Services* – We provide our clients with complimentary employee seminars that provide financial wellness and enrollment assistance, and cover topics ranging from retirement planning, social security planning, education funding to smart investing.
Fee-based investment advisory services are offered through First Allied Advisory Services, Inc. a registered investment advisor.
*Services that are not offered through First Allied Securities, Inc. or First Allied Advisory Services, Inc.