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 financial professionals can connect your objectives and culture with the ideal retirement plan option.
Business Planning
Our financial professionals 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.
Executive Compensation
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. We also implement employer-reimbursed financial planning as a top-level executive benefit at firms of all sizes.
Employee Benefits
SFP Wealth's professionals combine strategy and flexibility to form tailor-made solutions. Our group of financial planners, many of which hold the CERTIFIED FINANCIAL PLANNER (CFP®) designation, can help you and your firm across a full menu of services, including group medical coverage, group disability, voluntary life, and more.