The Right Retirement PlanThe Right Way
Your employees deserve the best, so that’s what we help you provide. With innovative plan design and stewardship, we go the extra mile so you can offer a customized, valuable retirement plan to the people who matter most—your employees. Not to mention, you get your own personal “quarterback” to manage the relationships with your TPA, recordkeeper, ERISA attorneys, and tax professionals.
Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.
Executive-level employees face complex challenges managing tax liability over the long term. If you want to maximize your company tax benefits and stay competitive in the talent market, we can help you implement executive benefits, such as nonqualified deferred compensation and cash balance pension plans.
Learn more about our retirement plan consulting services.
You’ve put your heart and soul into your business. You want it to succeed, but creating a foundation for lasting success is quite the feat to handle alone. That’s where we come in. We guide business owners through the complex process of succession planning, not only building a plan for your role as owner, but also all key roles critical to the operation of your company.
Learn more about our expertise in succession planning.
Learn more about how we create retirement plans that attract executive talent.
We help you attract and retain a secure and productive workforce by enabling you to offer the right retirement plan, the right way, to your employees.
As your Investment Fiduciary, we analyze the most current data and options and help you make decisions that are in your and your employees’ best interest. We can coach you through the process in two ways, click to learn more!
We offer alternatives to the qualified plan structure so you can provide benefits to your executive leadership and key employees. You have choices!
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
Daniel Shapiro is committed to helping provide the right retirement plan, the right way, to businesses and professionals. With over 30 years of experience in the industry, Dan guides his clients through the entire retirement plan process, from plan design to compliance to investment oversight.
Take the first step today toward the future you dream about.