- Financial & Investment Services
We are consultants specializing in business planning, business succession and contingency planning, business benefits and tax management strategies. Let's see if we can lower your 401k & profit sharing plan costs and get work off your plate and the plate of your practice manager to make your business more efficient. Initial consultation is always free... No fees or obligations. We'll run an analysis and see if your current plan is still the best plan for your business.
All 401k plans have to be amended and restated over the next 2 years. The DOL requires you benchmark your existing 401k & profit sharing plan costs (making sure costs are reasonable). If you haven’t done that, we can do it for you and create a due diligence file for your records and the DOL. Your current provider’s not in a position to tell you if your fees are reasonable and we can independently do that for you (comparing to different providers).
Whom to Contact
- Scott KallishPartner, Business and Financial Planning4151 Ashford Dunwoody Rd Ste 225Atlanta, GA 30319Phone: (770) 296-0104
Intersection of I 285 and Ashford Dunwoody Road