We are frequently called upon by business owners to consult on critical company-provided employee benefits. Whether to evaluate a health insurance plan for cost effectiveness or to install a new 401(k) retirement plan, our advisors supply the needed counsel to business owners to make quality, cost-effective decisions.

On the retirement plan side, we help define your business’s needs and then create and implement a plan designed to achieve objectives for both the plan trustees and participants. As an independent firm, we offer unbiased plan selection and personal availability to participants and administrators.

Our investment platform services include:

  • Evaluation and analysis of existing plan  
  • Research and presentation of plan options
  • Plan set-up or conversion
  • Draft an Investment Policy Statement
  • Ongoing investment management of plan assets
  • Ongoing employee education
  • Support for plan record keeping and administrative function 

Newcastle Financial Advisors can also integrate the personal retirement planning of business owners with the company provided plan. We help individuals and families with comprehensive financial services including financial planning, investment management, asset protection, and coordination of estate and tax planning. 

When business owners begin to plan for the succession of their company, advisors at Newcastle Financial are called upon again for their experience. As the buy-sell plan gets formulated, Newcastle provides ideas for the plan structure and funding programs to secure the agreement.