Offers financial consulting and strategic business planning with expertise in venture capital fund raising, mergers and acquisitions and pre-IPO transactions.
Provides actuarial and benefit consulting services to over 500 public and private clients across the USA, including retirement systems, employers, attorneys, and accountants.
Offers investing, financial, and insurance planning services. Assistance with stock and bond markets, options, and mutual fund transactions in brokerage and 401k accounts.
