Overview:

The Solutions Group provides customized, comprehensive financial planning services for closely-held companies and their employees. The team consists of Certified Financial Planners™ with in excess of 60 years of planning experience.

Specific Capabilities:

Qualified and Non-Qualified Retirement Plan Design, Implementation and Service
Small to mid-sized corporations have unique and specific needs when it comes to retirement plans. Among them:

• Companies with older executives who need to contribute significant amounts in order to accumulate enough to support their lifestyles in retirement.
• Highly-compensated professionals looking for ways to reduce their tax burden while continuing to build significant wealth.
• Companies wishing to incentivize productivity and profitability.
• Companies wishing to provide a high-quality retirement benefit plan to help recruit, retain and reward valuable key employees.
• Companies wishing to create significant customized reward programs for key employees on an individualized basis.

Each of these scenarios implies a unique retirement plan design. The Solutions Group knows how to create customized plans to solve the small to mid-sized company’s retirement plan needs.

Types of Qualified and Non-Qualified Retirement Plan Services Available

• 401(k) and Profit Sharing Plans
• Cash Balance Plans>
• Defined Benefit Plans
• Non-qualified Deferred Compensation Plans
• Section 162 Bonus Plans
• Selective Executive Retirement Plans

Additional Planning Services:

Comprehensive Financial Planning for Highly-Compensated Professionals and Executives
Highly compensated professionals and business owners need specialized financial planning services. Each family or family-owned business comes with its own set of facts and circumstances, and cookie-cutter financial planning does not address such uniqueness. The planners at The Solutions Group know how address the individuality of each family situation and utilize specialized financial planning analytical tools to assist families in the areas of:

• Estate Planning
• Estate Tax Reduction Strategies
• Gifting Strategies
• Asset Protection Planning Strategies
• Trust Planning Strategies
• Trust and Asset Management Services
• Retirement Income Planning Strategies
• Closely-held Business Succession Strategies
• Long Term Care Planning Strategies

Our goal at The Solutions Group is to help you discover those strategies that will help you, as a business owner or highly-compensated professional, to manage your financial life in a way that improves results for you and your family.