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About Us Whether you are setting up a new retirement plan or need help administering your existing plan, Means & Associates, LLC provides you with the assistance and project management you need for peace of mind. By providing seamless administration that is both timely and accurate, we eliminate th…
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HOME PROFESSIONALS Leonard J. Ackerman Dean T. Kirby, Jr. Jana Logan Martin T. McGuinn Kenneth C. Noorigian Cheryl Edwards Tannenberg Tina Floros John F. Hebert Beth Ward Cynthia Thompson PRACTICE AREAS Loan Servicing, Receivership & Foreclosures Commercial Bankruptcy Commercial Collection & Credit…
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Sheffler & Martin, Inc. (SMI) is a consulting and administration firm, established in 1987 as Larkin Pension Services, specializing in the design and administration of qualified retirement plans. SMI advises businesses on the benefits and requirements of retirement plans and assists its clients in …
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Hoefer Consulting specializes in the management of small trusts (under $500,000). We currently concentrate in the area of Special Needs Trusts. In addition to trust management, we provide some technical support, primarily in the area of financial modeling using MicroSoft Excel as well as business p…
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You or your Department is a Trustee, whether personal, special needs or commercial trusts...
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Specializing in fee only financial planning including tax planning, risk management and investment counseling.