Broker Check

Corporate Client Services

Retirement Plan Consulting

For employers seeking a dedicated partner to assist in managing your retirement plan, we offer a full range of services to help. Whether you have a one-person business or a large enterprise with thousands of employees, our advisors can connect your objectives and culture with the ideal retirement plan options.

We have access to comprehensive tools and resources designed to fulfill your ERISA and fiduciary requirements, make your day-to-day operations easier to administer, and effectively engage participants through financial wellness education, investment guidance and more. By conducting independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and efficient plans on the market.

Business Planning

We take your business as seriously as our own. At SFP Wealth, our advisors will help build solutions tailored to your firm’s values and objectives. However big or small your company may be, our customized strategies empower you and your team to take charge of your financial future, from services including business continuation planning, exit strategies, key person planning and more.

With the longevity of your firm in mind, our process starts with understanding and assessing your team’s goals, then creating unique strategies to realize them. From valuation techniques to enhancing your liquidity and developing optimized tax strategies, our advisors are devoted to the continued prosperity of your firm.

Executive Compensation

At SFP Wealth, we strive to strengthen your firm’s foundation while fulfilling the diverse needs of your executive team. We’ll help you navigate the complex world of benefits by building customized strategies that attract, reward and retain employees. While helping our corporate clients develop programs to enhance their business, our strategies extend well beyond traditional health and retirement plans traditionally offered to employees. In many cases, we also implement employer-reimbursed financial planning as a top-level executive benefit at firms of all sizes.

Employee Benefits

We specialize in enhancing employee productivity. Since our inception, we have provided companies of all sizes with tailored group benefit plans. We understand that employers want creative strategies to meet the needs of their employees. From veteran leadership down to your newest employee, we seek to embolden your team’s confidence while protecting and rewarding their efforts.

While working closely with you and your employees, our professionals will combine strategy and flexibility in our tailor-made solutions. Our group of financial planners, many of which hold the CERTIFIED FINANCIAL PLANNER™ mark, can help you and your firm across a full menu of services, including group medical coverages, group disability, voluntary life, and more.