Our practice is centered on assisting (pre & post) retirees successfully manage your retirement puzzle. We aim to make sure your retirement landscape is developed / designed as a "Worry Free Retirement" (Preserving Your Lifestyle & Legacy). As an organization, we provide our clients with a unique perspective - one that combines the expertise and experience of retirement income planning, tax, and insurance. We've never had a dissatisfied client because our approach is special - we never charge a fee when meeting with us (free); we never sell any products (no pressure); and we always align our solutions with your defined needs / objectives, including all the essential input variables defining you specific situation. Our proprietary approach (OnTrak Retirement Analysis) defines your today and solves your tomorrow - making sure your assets do not expire before you. We are your one-stop solution to a worry-free retirement.
Our practice is geared to Business Consulting (1) Growth and Profitability Improvement or (2) Position Improvement for a potential / desired monetizing event; Business Brokerage - Selling your business with 20+ years of CEO / President leadership experience (been-in-your-shoes) and our distinct "value-added" process (Bridging-the-Gap between Buyer-and-Seller), coupled with an extensive merger & acquisition experience; Business Services - 401k Plan services via American Trust (removing fiduciary liability, lowering administrative costs, and providing diversity of investment options, coupled with real-time employee account access); buy-sell arrangements; key employee plans; group health plans, etc., and Private Equity - independent acquisitions or minority investments with existing shareholders to favorably accelerate / heighten positioning for a greater return during a future monetizing event.