At Greenstone Financial Group LLC we specialize in designing and servicing retirement plans for individuals and for businesses of all sizes.
Whether you are an individual or whether you own a business with a few employees or a few thousand, our Chartered Retirement Plan Specialists can create a custom plan for you and your business. We can guide you and advise you on all the specifics associated with retirement plans including:
- PLAN DESIGN
- INVESTMENT CHOICE
- PLAN ADMINISTRATION
- PROFIT SHARING
- COMPLIANCE AND REGULATORY ISSUES
- DOL REGULATIONS
- PLAN TESTING
In today's world of increasingly complex compliant and regulatory issues, we take a proactive approach in establishing and managing your plan. We identify and resolve plan issues before they arise and we assist with fiduciary responsibilities as well.
