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Helping people enjoy financial peace of mind.
Established 1977
Good plans shape good decisions

General Retirement Plan Consulting

General Retirement Plan Consulting

As part of our comprehensive range of services, APS acts as an ongoing consultant for clients, generally as part of our annual fee. We’re available for face-to-face meetings or by telephone to discuss matters relating to retirement plans, estate planning, and insurance. We respond directly to clients’ questions and also proactively originate discussions as appropriate.

Consulting services are also available on a fee-basis or retainer for limited consulting engagements. Our expertise is accessible in any number of ways — whether by a business person with a need-to-know or by our clients’ advisors who have specific questions that need immediate attention. APS consultants serve in whatever capacity is desired, whether for a day or on a continuing basis.

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