About Us
Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We do not ask you to trust us, we prove why you should!
Premier Consulting Partners
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Corporate Services*
Corporate Benefits
There is no reason your company cannot offer a corporate benefits package that rivals Fortune 500 companies. With our experience and guiding hand, we will work with you to develop fully-customized benefits structures that empower your employees and deliver value to your organization.
ERISA Compliance Services
If your company does not have a full-time employee whose sole job is to maintain your compliance in accordance with the Employee Retirement Income Security Act of 1972 (ERISA), then undoubtedly, you are undertaking a huge amount of risk and may be exposing your company and administrators to potential audits and dreaded litigation.
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Pension Consulting
Our team works closely alongside corporate CFOs and Human Resources Managers to develop retirement plans designed to serve as both employee retention devices and valuable financial vehicles.
*Premier Consulting Partners group benefits division and are not affiliated with or employed by Equitable Advisors or Equitable Network. Any products or services they provide are offered entirely outside of Equitable Advisors or Equitable Network, regardless of their association with, and regardless of whether such offerings are made under, the Premier Consulting Partners name.
Individual Services
Estate Planning Strategies
Proper Estate Planning can secure your financial legacy to help ensure that it is passed down to your beneficiaries limiting potential issues. Your estate plan should constantly evolve as you do. Estate planning requires consistent and timely reviews to remain current. Members of Premier Consulting Partners are ready to work with your personal legal advisors regarding your individual estate plan.
Risk Management
We develop a personalized financial blueprint designed to mitigate risk, protect your assets, and grow your wealth. We continually adapt and fine-tune your risk management strategy aiming to exceed your financial goals.
Wealth Management
Our team uses a customized methodology to monitor, analyze, and adjust your portfolio. This allows us to make consistent, high performing investments that align with your objectives.
What Makes us Different
Financial services are not the most exciting thing to everyone. We get it. But to us, they are. We are truly passionate about everything we do. Collaborating with clients and evolving to keep up with new technology, laws, and market trends is thrilling to us, and that is why we do what we do.
