All Associated Consulting Group programs are tailored individually
for each client.
We are committed to our clients and work closely with them
to set goals, design new financial strategies or develop
innovative solutions to existing problems.
We are committed to keeping down the high costs of benefit programs -
both today and in the future."
In recent years, healthcare cost
has increased at three times the inflation rate. The escalating cost of
benefit programs is one of our clients' principal concerns, and
therefore one of ours. When we design a new benefit program or modify an
existing one, we use innovative techniques to control current costs.
More importantly, we design our plans to help control the rate of future
cost increases. Through the many insurance companies we represent
worldwide, we find the benefits that offer our clients the best value
for their investment.
"We help business owners to prepare for the future... Estate
planning must be done to preserve the business for family and
employees."
Associated Consulting assists clients in business
continuation and estate planning. We are sensitive to the issues
that face family businesses. Our expertise helps to minimize estate
taxes, to establish successor management, and to handle "fairness"
issues. With our help, your business will continue as you want it to
after your lifetime, without unnecessary taxation and expense. We
make sure your life's work continues to provide generously for your
family and employees.
Investments
"Every investment plan we design is unique...
because all of our clients have individual needs and objectives."
We design an investment plan by learning as much as we can about
our client, whether we are working with an individual, or a
business. Our client's personal and financial goals, risk capacity,
and investment history, are all vital factors which are incorporated
into a sound investment strategy.
Our investment recommendations range from the most traditional to
the most innovative. They include stocks, bonds, mutual funds,
insurance, real estate, leasing, and business investments.
"Many businesses come to us because their
retirement plans aren't giving them a good return on investment."
Today, a retirement plan represents a significant investment for
management. Unfortunately, many plans only provide income to
retirees. At Associated Consulting, we believe a retirement plan
should do more for a business. Our plans are invested carefully so
that they perform well in varying economic conditions, and offer
management an excellent return on investment. They are designed to
attract and keep the best employees, reward them for a job well
done, and encourage productivity.
"We can tailor the most sophisticated retirement
plans to both large and small employers."
Our retirement plans range from traditional pension and profit
sharing plans, to employee stock ownership plans, to 401K plans.
Executive Compensation Plans
"The special needs of executives have challenged
us to develop innovative programs. Our SERP and Keysop plans are
breakthroughs in executive compensation plans."
Associated Consulting executive compensation plans enable
businesses to recruit, retain, and reward key executives for their
contributions. The Supplemental Executive Retirement Plan (SERP) and
Key Employee Stock Ownership Plan (Keysop) are just two of the
non-qualified retirement plans that have become our specialties.
Keysop evolved when existing non-qualified plans did not provide a
solution for one of our clients. We will develop new strategies for
our clients whenever existing plans do not meet their needs.