COMPANY CLIENT SERVICES

As a business owner you are looking for a cost effective and efficient way save money on taxes, diversify your own retirement assets, and provide your employees with a solid benefit package. As a CFO, you want to make sure the cost-benefit ratio of a plan makes sense to the business.  As a human resources representative, you want to attract and keep great talent at your company. Working with the Converse Team, we can help design a plan or enhance your current plan to satisfy each area important to your business!

Retirement Plans

The Converse Team provides fiduciary advisory services to all defined contribution plan types: 401(k), 403(b), 457, Cash Balance, SIMPLE IRAs, SEP IRAs.  Let us help you with:

  • Plan Design Enhancements

  • Plan Benchmarking

  • Employee Financial Education

  • Fiduciary Responsibilities

  • Investment Review and Management

  • Onsite and/or Web-based Enrollments

  • Plan Cross-testing / New Comparability Testing

Keyman Policies
Buy-Sell Agreements
Section 125 / Flexible Spending Accounts Cafeteria Plans
Group Life Insurance
Group Benefits: 
  • Short-Term Disability

  • Long-Term Disability

  • Critical Illness

PERSONAL FINANCIAL PLANNING

The Converse Team strives to deliver clarity and provide guidance to the questions and concerns all of us have about finances.  We utilize our vast financial knowledge and resources to deliver tangible options to fit each individuals’ goals and objectives.  As your advisor, we believe in full independence and serving you with the highest fiduciary standard to ensure no conflicts of interest and all suggested courses of action are in your best interest to reach your goals.  We welcome you to join us for a complimentary consultation!

Tax Planning Strategies Utilizing Investment Accounts
Retirement Accounts (IRAs, Roth IRAs)
Brokerage Accounts
Charitable Gifting
Education Planning (529 Accounts)
Investment Allocation & Risk Management 
Estate Planning Guidance
Social Security & Medicare Planning Strategies
Financial Education Services
Insurance Services
  • Life

  • Long-Term Care

  • Short & Long-Term Disability

  • Critical Illness