HELPING BUSINESS OWNERS MAXIMIZE DEFERRALS THROUGH CUSTOMIZED RETIREMENT PLANNING
MEET THE TEAM
As retirement planning specialists, our team is centered in delivering a tailored, white-glove experience for our esteemed business owner clients. Whether facilitating the implementation of a new retirement plan or seamlessly transitioning an existing one, we understand the significance of these endeavors.
Our strategy is tailored to help solve many needs, including investment growth, retirement income, and legacy planning. Our specialty lies in guiding clients through the entire spectrum– from initial considerations of tax deferral or mitigation strategies to the establishment of comprehensive retirement plans and retention solutions for their employees. Our step-by-step program includes coordinating with third-party administrators and record keepers for annual testing, as well as, constructing portfolio line-ups and implementing employees through these record keepers, ensuring a simplified experience for everyone involved. Furthermore, we collaborate closely with CPAs to ensure seamless tax preparation specific to your plans' implementation strategy.
Our objective is to streamline what is often perceived as a complex and time-consuming process, helping to ensure a seamless and minimally disruptive experience for our valued clients.
With over a decade of experience in the industry, our commitment to excellence remains steadfast as we hone our focus on educating clients into this specialized domain.
OUR PROCESS
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This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 14021 Metropolis Avenue Fort Myers, FL 33912, 239-561-2900. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. 2024-169856 Exp 2/26
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