Business & Institutional Financial Management
Having many highly experienced team members helps our clients create custom education and investment policies to meet fiduciary obligations while providing comprehensive retirement benefit programs. Our custom plan design expertise helps our clients to meet their retirement planning goals using a variety of qualified and non-qualified plans.
Experienced Retirement Professionals
Our clients receive an unparalleled combination of plan design expertise and wealth management creating attractive retirement planning opportunities for owners and employees. We have the capability to build the right team to manage the wealth management and retirement planning objectives of our valued business owners. Check our background on FINRA's BrokerCheck.
Fully Engaged Retirement-Focused Team
Our team focuses solely on meeting the goals and objectives of our clients’ retirement plan program. We can tailor an education program to create an effective communication tool in order to accommodate the diversity of our clients’ employees. The SAS team is experienced in specialty designs such as defined benefit plans, nonqualified plans and ESOPs to meet the individual needs of our clients.
We provide an unbiased needs assessment and plan evaluation for clients and prospects. Having no proprietary products to sell or software obligations ensures our ability to recommend personalized investment choices, technologies and cost effective solutions to our clients. We also look for any and every opportunity to improve the services provided to our clients such as non-discrimination testing compliance, plan design and fiduciary process support.