has been serving clients in the public and private sectors since its establishment. Our mission is well-versed in areas such as not-for-profit, employee benefit plans, state and local government, and elderly and development. Over 80% of our engagements are for not-for-profit organizations funded by federal, state, and

Our services include private wealth management, investment management, retirement planning, trust and estate planning, tax planning, succession planning, and more. We situation works as hard as it can for them every day.We take pride in . Our experienced team of professionals is here for you, so don't hesitate to get

for advice on creating an attractive package without breaking the bank. From health insurance to retirement planning, the highest ROI. In addition to their employee benefits package consulting, KB Squared also providesyou retain and attract the most suitable employees and employee surveys and focus groups to give you

consultants who specialize in pension, retirement, and profit sharing plans. Swerdlin & Company is committed Academy of Actuaries, and National Center for Employee Ownership. The company provides a range customized solutions for each client. Swerdlin & Company is experienced in employee benefits planning and financial