Explore nontraditional investing as a way to grow your business or as an additional component of your company's existing retirement plan.
Go beyond mutual fund investing and see how your company's sponsored retirement plan also offers access to shares/ownership in your business, membership interest in other ventures, real estate, agriculture and maritime rights, assets such as equipment or livestock, and other types of loans and liens.
Grow your company and minimize the inherent restrictions that come with more regulated investments.
Instead of investing your personal finances, use retirement money and reduce your tax burden in the process.
Give your plan and your company room to grow all while increasingly diversifying your portfolio.
Whether you’re interested in retirement savings, tax strategy, or non-traditional investments our staff of industry experts will meet with you to identify your specific goals.
Our custom plan designs, both traditional and non-traditional, are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your needs.
We’ll guide you through the process step-by-step and answer any questions you have along the way. Don’t worry, we’ll do all the heavy lifting!
Our industry benchmark reports help you understand how competitive your retirement plan is. We provide companies and entrepreneurs with insight into what their competitors and colleagues are implementing and offering in terms of employee benefits, particularly retirement plans (e.g. 401k, Defined Benefit, Profit Share and more).
