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FINANCIAL SOLUTIONS FOR
INDIVIDUALS & BUSINESSES

Financial Solutions for Business

Business Planning and Consulting Services

ACI Group will also work with your company to achieve its goals. This is also a consultative process designed to elicit your corporate vision, assess the firm’s strategy, and implement a plan to achieve organizational goals.

• financial projections
• budgeting and cash flow analysis
• portfolio management and asset allocation services
• investment planning
• retirement plan assessment and design
• executive benefits assessment and design
• succession planning and capital asset transfer
• key person protection and retention
• company tax planning
• Private Placement Memorandum (PPM) document preparation

Corporate Retirement Plan Solutions:

ACI Group offers business retirement plan services, an investment service for 401(k) plans and other types of retirement plans in which the participants self direct their respective accounts within the program. ACI Group will act as the advisor on these plans and services include:

• selecting and monitoring investments
• managed investment models, if elected
• conducting enrollment meeting
• providing investment education
• assisting with plan design
• periodically reviewing plan services and expenses
• assisting with operational issues
• suggesting potential plan enhancements
• educating plan sponsor on fiduciary responsibilities