Investment Management - SeaTac, Washington, United States
We provide fee-based consulting services, comprehensive wealth solutions and retirement plan management for business owners, executives, businesses and private foundations. Our focus is to work with private foundations and business owners in Alaska, California, Montana and Washington with sales revenue up to $100 million & retirement plans with assets up to $50 million and up to 500 employees.Our Consulting Services consist of areas of expertise designed to assist business owners, key-employee management, and businesses in building, protecting, and utilizing wealth more effective. These areas of expertise include:- Executive Wealth Management Advisory Reviews- Business Financial Insights Advisory Services- Shareholder-employee Compensation Advisory Services- Retirement Plan Design & Management- Informal Business Valuations Advisory ServicesOur goal is to help every business owner and retirement plan fiduciary achieve success by helping them exceed their expectations for establishing their business, key-executive compensation benefits, and company's retirement plan. No matter what your expectation, it is our goal to provide you with best in class plans and services.Our services provide solutions designed to make our clients more competitive in the marketplace, help recruit top talent, build wealth by minimizing taxes, design & optimize existing retirement plans and help our clients implement sound financial strategies.We work to educate the business owners & named fiduciaries as to their fiduciary obligations associated with their existing retirement plan. Our work includes collaborating with different design teams to optimize existing retirement plans design, improve investment selection, maximize accumulation, and increase tax benefits.
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