Business Planning

As a successful business owner, you know it's important to offer a competitive employee benefits package in order to attract and retain the best people. Setting up such a package can be a challenge—and keeping it up to date and cost-effective—can be an arduous one.

These days, employees regard retirement programs as an important requirement of their employment. At Crossbridge Financial Group, we work with you as an owner to independently evaluate retirement products from various vendors to find the best fit for a specific situation. We then help you meet your fiduciary responsibilities by handling aspects of the program ranging from initial employee information and enrollment meetings, to ongoing employee education, to continued compliance with all regulations.

We'll review with you your entire benefits package on a consistent basis to keep up with changes in regulations and requirements. Our goal is to help you stay on top of the situation and offer a cost-effective, competitive package to your current employees.

In addition, we can provide experienced advice for your personal portfolio since your opportunities—and limitations—for retirement and other types of financial planning are often far different than for your workforce.