You Know What Keeps You Up at Night.
Financial Liabilities. Fiduciary Compliance. Personal Responsibility?
You want a team of experts to help manage the broad range of complexities that you face today.
Simple, Easy-to-administer Solutions for Your Complex Scenarios
Are you looking for an expert to handle a host of your financial needs? We can help. Our specialists deliver all of these financial services and more:
- 40l(k) / 403(b) Monitoring, and actuarial and fiduciary support
- Investment products and consulting
- Split-Dollar and Buy Sell Agreement planning
- Annuities, securities* and mutual funds
- Estate planning, wealth management and transfer strategies
- Key employee retention strategies
- Retirement planning
- Disability income planning
- Succession planning and funding
- Tax planning and reduction strategies
*Securities offered through Financial Telesis
Education, Plan Assessment and Review
American Westbrook's consultants will partner with you to review your current business strategies and discuss how you can optimize your program design and meet goals, such as:
- Employee communication and investment education
- Fiduciary investment review
- Fund review with plan trustees
- Investment analysis
- Investment policy statement review with plan trustees
- Benchmarking, pricing and total cost review
Connect with our Financial Services consultant at 800.894.9091.