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RESULTS: SORT BY: RELEVANCE | DATE
  • Plan Advisor Case Study

    Independent Plan Assessment Ensures Fiduciary Best Practices

    A prominent law firm with over 350 employees required an overall assessment of their retirement plan to assess fees, investment selection, and fiduciary best practices.

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  • Wealth Advisor Case Study

    Retirement Readiness

    Our clients, a married couple, were looking to retire at the age of 62 from their full time careers. He worked in professional services and she was a professor. They had differing viewpoints on saving, investing, and whether to spend their savings or leave a legacy for their heirs. They were in need of candid advice and guidance to achieve a comprehensive retirement plan that fit their unique needs.

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  • Plan Consulting Case Study

    Dental Practice Benefits From Retirement Plan Services

    A Minnesota dental clinic providing preventive, cosmetic, restorative, and pediatric dental services, found added value through Bronfman Rothschild retirement plan consulting services.

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  • Wealth Advisor Case Study

    Comprehensive Services for Business Owner in Transition

    An owner of a technology company delivering innovative solutions for over 15 years was looking to sell a part of his business. The client was going to need help determining how to best handle the proceeds immediately after the sale and deciding on what would be the most advantageous investments for his short- and long-term goals.

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