ELEVATE YOUR PLAN
Sophisticated advice from a down-to-earth partner
FIDUCIARY CONSULTING SERVICES
The C-Suite, HR professional and financial advisor's time is a valuable asset. Managing a company-sponsored retirement plan can be time-consuming, confusing and cumbersome. RISE Consulting specializes in simplifying retirement plan administration and fiduciary governance, to enable plan fiduciaries and our partner financial advisors to rise to the challenge of growing their business.
We are experienced in advanced plan design, executive benefits, cost analysis, fiduciary due diligence and employee engagement. We are familiar with the pricing models and service offerings of the leading platform providers and Third Party Administrators. Give us the burden of managing your plan and take back your time.
& EXIT STRATEGIES
Many business owners spend a lifetime focused on the mastery of their business and building a legacy for family and employees. When it's time to start thinking about what's next, there are so many variables to consider and it's hard to know where to start.
Emerging entrepreneurs who are ready to take on the next challenge are often lacking the capital they need to get started. This is particularly true in the professional services and healthcare spaces, where large student loan balances are common. These situations require creative financial strategies for engaging the right seller.
RISE's specialty is introducing tax-efficient funding vehicles to help create an optimal solution for both the seller and the buyer. We help develop and implement a step-by-step plan, complimenting our retirement planning and tax planning expertise with the services of our M&A specialist partners.
& GROUP INSURANCE
Business owners are continually faced with the challenges of controlling costs, addressing the needs of employees, ever-changing compliance rules and managing risks which threaten the company's bottom line. In addition to managing employee benefits and risks within the business, they must consider all of the other necessary types of personal insurance coverage.
RISE takes your coverage needs to market to help you source the best rates and coverage with all of the leading carriers.
TAX PLANNING &
From startups to established enterprises, business owners must rely on forward-thinking and insightful financial assessments to retain profitability and capitalize on new opportunities. Self-employed entrepreneurs have complex planning needs and it's important they align themselves with financial experts who truly understand how to bridge the gap between corporate and personal tax-planning needs.
RISE Consulting doesn't just focus on one side of your financial life or the other, we know how to straddle both sides of the fence. RISE has on-staff tax and accounting consultants to ensure your overall financial plan is optimal and cohesive.
EMPLOYEE FINANCIAL WELLNESS
Facilitating company-sponsored benefits plans costs the employer time and financial resources. The company's resources are used in vain if the employees lack an understanding of the financial impact a generous group or retirement plan benefit can have for them.
RISE Consulting helps you get your employees to the finish line by educating them on important financial planning matters like time value of money, tax planning, investment management, insurance, estate planning, budgeting and debt reduction.
The financial services market is flooded with a myriad of products, philosophies and advice. RISE Consulting aims to cut through the noise to help clients take a disciplined approach to adhering to time-tested investment strategies. Our focus is on cost-consciousness, performance consistency and tax-efficiency. In addition to the expertise RISE brings, our clients also have access to niche sub-advisors who are skilled managing socially aware and religious-based portfolios.
RISE is a fee-based Registered Investment Advisory firm and as such, is held to a fiduciary standard which forbids commissions-based products. This means our interests are aligned with yours, and your success is our success.
SUCCESSION, ESTATE &
Formulating a plan for the disposition of personal and business assets is one of the most important decisions an individual can make. You've worked hard to build your business and organizing a thoughtful succession plan to protect the interests of both your employees and heirs is imperative.
RISE Consulting works in tandem with your corporate and personal estate legal professionals to turn over every stone both for your business and personal assets. Need helping sourcing counsel? We've got you covered there too.