Capital Evolution Group Information

We provide sound financial direction for business by creating custom designed strategic programs to help ensure that your investment, tax and legal plans all work together into today's complex financial environment. Our services are tailored to your specific needs. We offer a wide range of financial programs including: Business Ownership and Succession Planning Executive Benefits and Qualified Plans Retirement & Income Distribution Strategies Wealth Accumulation Strategies Tax and Estate Planning In addition, we specialize in working with businesses to review, custom design, and implement 401(k) plans. Our comprehensive, independent plan review addresses the following areas: Plan Design – Review your current design to ensure that it meets the goals of both business owners and employees. Investments – Review current investment choices in the areas of performance, fund expenses, asset classes, and company diversification. Fiduciary Tools/Responsibilities – Review your plan’s current guidelines and discuss the importance of legal exposure to the business owner. Make sure you have the tools and resources in place to protect the business from liability. Employee Education – Review current plan resources. Provide onsite enrollment and educational meetings for employees. Fees and Expenses – Review administrative fees, contract asset charges and other costs associated with the plan. Because we are independent financial advisors, we can provide objective, unbiased advice. We excel at providing custom-designed 401(k) plans to meet your company’s unique needs by keeping costs reasonable, providing fiduciary resources, expert investment selection and extensive employee tools and education. Specialties Business Continuation & Succession Plannning; Executive Benefits & 401k; Retirement Strategies; Tax & Estate Planning, Financial Planning