Investment Consulting Services
NewtonOne Advisors’ professional staff includes experienced advisors with specific expertise in:
- Financial Benefits Evaluation Services. We conduct in-depth studies to determine what financial benefits other firms in your industry are providing, to ensure that you remain competitive.
- Qualified Plan Consulting. We offer objective advice, custom products, quality service and practical ideas about qualified retirement plans. We can help you develop and implement the plan that is right for your employees, your company and your industry.
- Insurance and Actuarial Consulting. NewtonOne specializes in providing group carve-out plans for life, disability and long-term care insurance to the senior-level employees.
- Exit Planning for Business Owners. Using a systematic approach, we work with business owners who want to leave their business successfully but don’t know how to accomplish that goal. This process uses the owners’ advisors (legal, accounting, valuation and business consulting) or, if desired, specialists we recommend to help business owners maximize the value they receive on the sale or transfer of their business.
- Non-qualified Plan/Executive Compensation Consulting. We are expert at designing plans that diversity executive wealth, but have little or no impact on the corporation’s balance sheet. The choices among deferred compensation plans, supplemental employee retirement plans and/or a hybrid of the two can be carefully calibrated to contribute to the overall attractiveness of your financial benefits package.
- Executive Planning Consulting. To supplement the strategies implemented through the corporation’s financial benefits package, NewtonOne Advisors offers customized personal financial planning services for your firm’s executives.