Through our Strategic Partners we are able to offer you a free consultation on your existing benefit plan to assess the suitability for your employees.
Employee Savings Plan
We administer employee savings plans and assist employees in reaching their long-term goals. Employees in the plan are eligible for complimentary financial planning.
Cashless Exercise of stock options
An added benefit to employees who may not have the proceeds to exercise stock options.
Corporate Cash Management
We assist companies in managing their cash as well as using it for short-term investing. This is a key component of ensuring a company’s financial stability and solvency.