We've designed our services so you may choose the degree of business support you need. If you're interested in a more comprehensive approach, see our additional "consulting" pages. We look forward to partnering with you to help you achieve future success.
Optimizing your retirement
A retirement plan account often represents an individual's largest financial asset. Consequently, government agencies are very interested in retirement plan compliance. We provide plan service with the utmost care and diligence called for in this highly regulated and monitored environment. Our membership in the American Society of Pension Professionals & Actuaries (an organization solely devoted to the retirement plan industry) provides us with timely technical updates and the latest planning strategies.
Objectivity and flexibility
Our plan and administrative services give you unlimited investment flexibility. You can change investments or advisors without disrupting your plan's foundational document or your plan's administration.
Time for a plan exam?
Correct design and funding is key to your retirement plan (and your employees). Qualified retirement plans are the best way to shelter income, prepare for the future, and to attract and retain the best employees. Our clients often ask us for help with:
- Maximizing contributions for the business owner
- Providing a cost-effective but competitive benefit for employees
- Self-directed accounts
- Latest plan designs
If it's time to examine your existing plan – or if you've simply put off establishing one – call us. You'll soon see why so many businesses and medical practices have put their trust in us to design and administer all types of retirement plans.
"They're the whole package. They provide honest, practical advice that keeps us heading in the right direction."
Raj K. Maturi, MD
Midwest Eye Institute, Indianapolis, IN
"They replace problems with solutions."
"It's helpful to have someone with their experience navigate all the different dynamics of a larger practice."
James Wendel, MD
Mt. Auburn Ob/Gyn Associates
"It's just not all about the numbers. They understand accounting but don't settle for bean counting."
"We appreciate their culture of integrity and have complete trust in them with all our business dealings."
Donald J. Raithel, MD
Anesthesia Associates of Cincinnati
"They won't lead us down the wrong path."
"They have the reputation, size and depth to handle our large practice and are extremely rapid in their response."
Richard L. Liston, MD
Dayton Eye Associates
"Any accountant can give you the numbers, but it's their people who make the difference with clear insight."
Frank Dumont, MD
"They are the equivalent of a versatile financial tool for a business like ours."
Jeff Isenogle, Dalbert
Woodruff & Isenogle Funeral Home
"They take tremendous interest in me, not just as a client, but on a personal level, too, and want me to do well."
Murray Dock, DDS, MSD
Montgomery Pediatric Dentistry
"They bring the truth, even the hard truth, to the table."
City Gospel Mission
"I can call them and before we get off the phone, we have a plan to solve a problem or at least are moving toward it. I feel like I've chosen the Cadillac."
John W. Richard, MD
Bluegrass Family and Extended Care, Lexington, KY
"Honesty is their biggest differentiator."
"We feel very well taken care of and view them as an extension of our group. We couldn't do what we do without their support."
Chief Operating Officer
Cincinnati SportsMedicine and Orthopaedic Center