Advisor Support Services

Advisors skilled in providing professional advice and services to their clients may need to rely on other professionals to deliver services outside their area. Through either ongoing collaborative associations or single-issue projects, we work with lawyers, accountants, and others to deliver strategic financial or actuarial services related to:
  • Retirement plans
  • Employee life, health, and disability programs
  • Executive compensation
  • Risk-sharing arrangements
  • Valuation
  • Mergers and acquisitions