Premier Consulting Partners

Premier Consulting Partners is a benefits consulting and financial services firm dedicated to providing a wide range of products and services for both individuals and corporations. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We believe in building trust and confidence with our clients, and we strive to demonstrate our commitment to their financial well-being by delivering exceptional service and tailored solutions.

Our Mission

At Premier Consulting Partners, our mission is to help our clients achieve their financial goals and build a secure future. We understand that every client has unique needs, objectives, and values. That's why we work closely with our clients to develop a customized financial blueprint that addresses their short-term and long-term financial needs. Our mission is not just about financial planning, but also about building trust, fostering relationships, and providing exceptional service.

What Makes Us Different

What sets us apart from other financial services firms is our passion for what we do. We believe that financial services are not just about numbers and investments, but about people and their lives. We are committed to staying up to date with the latest technology, laws, and market trends to provide the best possible solutions for our clients. We are dedicated to collaborating with our clients and evolving to meet their changing needs.

Executive Leadership

Our executive leadership team is comprised of experienced professionals with a deep understanding of the financial services industry. They are committed to providing exceptional service and guidance to our clients and building a culture of excellence within our organization. Our leadership team is supported by a team of experienced advisors and support staff who share our commitment to excellence and our passion for helping clients.

Corporate Services

We offer a range of corporate services designed to help businesses of all sizes manage their benefits and retirement plans. Our corporate services include:

• Corporate Benefits: We work with businesses to develop customized benefits packages that empower their employees and deliver value to their organization. We have the experience and expertise to help businesses of all sizes design and implement benefits packages that rival those of Fortune 500 companies.
• ERISA Compliance Services: We provide ERISA compliance services to help businesses ensure that their retirement plans are in compliance with federal law. We understand that ERISA compliance can be complex and time-consuming, which is why we offer comprehensive services to help businesses stay compliant and avoid penalties.
• Pension Consulting: We work closely alongside corporate CFOs and Human Resources Managers to develop retirement plans designed to serve as both employee retention devices and valuable financial vehicles. Our team has the expertise and experience to help businesses design and implement retirement plans that meet their unique needs.

Individual Services

In addition to our corporate services, we offer a range of individual services designed to help individuals manage their financial affairs. Our individual services include:

• Estate Planning Strategies: Proper estate planning can help ensure that your financial legacy is passed down to your beneficiaries limiting potential issues. Our team works alongside your personal legal advisors to develop a customized estate plan that meets your unique needs.
• Risk Management: We develop personalized financial blueprints designed to mitigate risk, protect your assets, and grow your wealth. Our team continually adapts and fine-tunes your risk management strategy aiming to exceed your financial goals.
• Wealth Management: Our team uses a customized methodology to monitor, analyze, and adjust your portfolio. This allows us to make consistent, high performing investments that align with your objectives.