advisor providing specialized investment management strategies and solutions for institutions, limited partnerships, general partnerships, family offices, services. Our approach takes into account the asset nature, concentration risks, diversification goals, implementation costs, effective tax management, liquidity

consisting of 2-50 people. We implement creative and coste effective strategies in Group Insurance inin lower premium higher-deductible Health Savings Account (HSA) compatible medical insurance allowing to federally tax-deductible savings account. Open-platform non-proprietary 401k plans for startups and those needing