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 acts as a fiduciary for advisory relationships in our 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 by following the highest fiduciary standard on advisory accounts 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
WE ARE HERE FOR YOU
If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.
FINANCIAL QUESTIONAIRE
To better understand your needs and provide you with personalized advice, we kindly ask you to complete this questionnaire. Your responses will help us gain insight into your financial situation, goals, and preferences. All information provided will be kept strictly confidential.