EAWM

Women in Transition

Business Owners

Company Sponsored Retirement Plans

Our Women in Transition practice helps women prepare for the transitions that will inevitably impact their lives.

Our team works closely with the EisnerAmper’s Center for Family Business Excellence coordinating all of the personal and professional services.

Our top priority is helping you pursue retirement plan success by aligning your corporate culture to your retirement plan.

Women in Transition

Women can face unique challenges including balancing successful careers, taking time away from work to care for family or aging parents, or finding themselves suddenly single from a divorce or partner death. How you approach these potential obstacles may differ. We believe it makes sense for clients to be as educated and involved as possible when it comes to the decisions impacting their finances and lifestyle. As your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each decision you make affects other areas of your finances. For example, does it make more sense to use available dollars to pay off your mortgage early or contribute additional sums to your retirement account? By viewing each decision as part of a whole, you can consider the short- and long-term effects on your life goals. You can also more easily adapt when life changes do occur and feel more secure that you are on track to continue to reach your goals. Our Women in Transition practice helps women prepare for the distinct transitions that will inevitably impact their lives. We develop ongoing relationships with you that focus on your individual goals and objectives, and we will work closely with you to create and implement a suitable financial action plan tailored to your particular needs. Through this collaboration, you will be better prepared to handle the inevitable, and sometimes surprising, transitions that life throws at you.

Business Owners

We understand that as a business owner, you’ve built something you care about – and you want to see it last. We’re well-versed in these business challenges and opportunities. As your wealth advisors, we help you further your own brand of success by giving you the confidence (and time) to focus on your core business while we focus on your financial needs. We understand and appreciate the work and skills necessary to prosper in the marketplace and living the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As we guide you through our proprietary Advocacy Process™, we help you see all facets of the big picture – important things like passing on a legacy to the next generation, optimizing a sale to a third party, helping to ensure your workers have options for retirement planning or designing a customized exit strategy. We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your personal and professional goals. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced, holistic plan interwoven with your conception of your life goals. Our team works closely with the EisnerAmper’s highly regarded Center for Family Business Excellence, coordinating all of the personal and professional services and guidance you will need under one roof. Services Include: • Creating and Optimizing a Transferable Business • Business Sales and Valuations • Retirement Plans • Personalized Wealth & Investment Management for Business Owners • Risk Management • Banking & Lending Solutions • Insurance & Annuities • Estate Planning • Charitable Giving • Cash Management

Company Sponsored Retirement Plans

At EisnerAmper Wealth Management & Corporate Benefits, our top priority is helping you pursue retirement plan success by aligning your corporate culture to your retirement plan. Our proven methods provide clients with industry best practices focusing on plan design, enhanced participant outcomes, retirement readiness, regulatory changes, fiduciary and participant education, vendor negotiations, plan benchmarking and other services. When it comes to our duties and responsibilities as your financial advisor, we take our fiduciary role very seriously. We go well beyond the “usual” through the implementation of our Corporate Advocacy Retirement Experience™ (CARE™). CARE is a proprietary fiduciary compliance system that sets a higher standard of oversight and customization for your retirement plan. CARE provides you with an extra level of fiduciary protection and oversight by creating a process that helps you conform with Department of Labor and IRS guidelines. CARE is just the first of many steps when implementing a customized retirement plan to fit your company’s one-of-a-kind culture. The challenge of building a competitive workforce requires hiring and retaining the best and brightest minds. And those young minds are more knowledgeable than ever about investing in their future. Offering a competitive and flexible retirement plan that grows as your business grows is critical to building – and keeping – talent. We can help devise a custom plan that includes your choice of: Portfolio of Benefits and Plans • Individual(k) Plans • SEP IRA • 401(k) • Profit Sharing • ERISA 403(b) • Non-ERISA 403(b) • Money Purchase • Traditional Defined Benefit • Cash Balance – Defined Benefit • Non-Qualified Deferred Compensation Plan Talk to the experts at EisnerAmper Wealth Management & Corporate Benefits. They can work with you to devise a custom financial program that meets your needs. This will give you the freedom to pursue what is really important to you – your business and life goals.

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