| Retirement really means opportunity. Whether you plan to play more, start a new venture, or get involved in your community, Jeff and Mark can help you plan for lasting income and principle protection. |
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| Unsurprisingly, corporations, nonprofits and privately held businesses also request their experience. Mark, Jeff and their network of affiliated professionals help design, revise and restructure retirement and pension plans. We provide retirement and estate planning for owners and executives, and advise companies and unions regarding group benefits such as group health, life, disability and long-term care insurance. We can help gauge plan overhead, plan utility and plan value through line-item reviews and conversations with HR officers and employees. We can also revise, rebid or create retirement plans that reach beyond bundled solutions to encompass more of the investment and insurance options employees really want. Mark and Jeff also help executives and owners create supplemental retirement trusts, knowing that these leaders want to defer greater amounts of salary than defined contribution plans allow. Often funded with life insurance, these trusts permit executives and owners to dramatically increase retirement savings. Importantly, we extend our retirement planning well past an individualās retirement transition. Mark and Jeff can manage wealth created from a business sale or wealth that has been accumulated over decades of hard work. We can use our network to address almost any family wealth issue. Learn more about our corporate and personal retirement plan consulting. Click here to contact Mark and Jeff today. |
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Securities and investment advisory services offered exclusively through Raymond James Financial Services, Inc. Member NASD/SIPC PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web sites herewith you are leaving this site. Raymond James Financial Services, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving a web site of CrossMark Partners, LLC and assume total responsibility and risk for your use of other sites you link to. |