Over Three Generations of Unmatched Service


What We Offer

With an array of financial products in the marketplace, it can be challenging to know what’s best for you and your situation. That’s why our capabilities have been carefully constructed to provide above average consultation with a non-standardized approach and top-level customer service to help protect what’s yours and to help build your wealth accumulation potential. No matter what services you choose we’ve got the processes set in place to help provide strategies that can address your unique situation and help work toward optimal results.

Business Owner & Executive Planning

Non-qualified deferred compensation programs, typically employed to provide supplemental retirement benefits to senior management, include selective incentive plans, wherein the company makes contributions to fund the plan on behalf of selective employees. Executive Compensation plans are a popular vehicle to attract and retain key individuals of your company.

Another great way to add tremendous value and boost company morale is through financial wellness. Financial wellness in the workplace leads to increased productivity, decreased absenteeism, retention of quality personnel, and more employee participation in employer sponsored retirement and account based health plans. As a result, in these economic times, when companies are forced to reduce benefits and employees are concerned about making ends meet, your company will enjoy an improved bottom line and decreased health care expenses.

• Assist business owners in the design and implementation of programs to ensure their businesses are passed along to family/valued employees without being detrimentally impacted by estate/inheritance taxes

• Help owners/executives plan their personal estates to ensure maximum distribution and conservation to future generations

• The No-Fee Corporate Financial Education Program: focuses on shaping and protecting the lives of your employees

Pension Planning

Having the ability to retire comfortably and be free from financial pressures remains the primary objective for our clients – both business owners and employees. It is critical that the retirement plan be properly assigned, implemented, communicated, and administered. The appropriateness of a “qualified” or “nonqualified” plan for any individual is determined based on the individual’s existing financial condition as well as on his or her goals and dreams.

Retirement plans are dynamic, changing as client’s businesses and tax laws change. They demand continued and careful analysis, IRS compliance review, and plan administration.

• Provide ongoing administration for client’s plans, including document preparation, annual reporting and servicing
• Prepare careful analysis, IRS compliance reviews, and plan administration

Employee Benefit Planning

From the very beginning, “clients first” has been our internal slogan. We are committed to client partnerships that stand the test of time. Our mission is simple – to enhance client well being through the creative use of contemporary planning tools and concepts. In short, we strive to keep the grass greener on our clients’ side of the fence.

We deliver people to people. Our strength is the experience that our consultants and service staff bring to the benefit plan environment. This strength facilitates the inclusive approach we take to benefit planning.

• Assist in the development of plan objectives

• Prepare plan audits on all plans

• Prepare comparative report illustrating audit results with stated objectives

• Create or revise plan designs to facilitate stated objectives

• Assist in vendor selection

• Perform all necessary plan marketing; prepare comparative data reports

• Liaison plan implementation

• Assemble appropriate communication materials

• Act as an aid in the daily management of plan affairs

• Service, service, service

Business Transition Planning

A key goal of many of our business owner clients is to someday transfer their business interest to either family members or key employees. Properly done, this type of planning can offer both the current and successor owner a worry-free, tax efficient method of business succession. Furthermore, the loss of a business owner through death or disability can catch even the most efficiently managed small companies off guard and unprepared to deal with the repercussions. Family businesses, in particular, are susceptible to erosion of capital due to estate taxes and legal fees; not to mention the possible hurdles of voting control being scattered among heirs, with conflicting points of view impeding the business’ operation and growth.

• Assist business owners in the design and implementation of programs to help ensure their businesses are passed along to family or valued employees without being detrimentally impacted by estate or inheritance taxes

• Help owners/executives plan their personal estates to ensure maximum distribution and conservation to future generations

• The No-Fee Corporate Financial Education Program: focuses on shaping and protecting the lives of your employees

Financial Planning

Have you ever had the feeling that you’re doing everything right with your money and you still don’t seem to be getting anywhere? At the Partners Group, we listen and change the conversation about money from product to process. We can help you make informed decisions about your money through verifiable modeling based on your situation and not the opinion of others or the media.

Click on the video below to learn more about our financial planning process.

Other Services

• Individual Insurance and Investment Planning
• Health and Welfare Plans
• Qualified Retirement Plans
• Consumer Driven Plans
• 401(k) Retirement Plans and Individual Retirement Accounts
• Annuities
• Group Retirement and Savings Plans
• Simplified Employee Pension Plans
• Qualified Retirement Plans
• Other Customized Retirement Plans (for employee groups)
• Life Insurance
• Long-term Care
• Disability and Critical Illness Insurance
• Health Insurance Group Health Benefits
• Disability and Critical Illness Insurance
• Estate Planning