Corporate Services

Benefit Planning

FTAC originally started as benefit consultants. We believe we are best-in-class in the market in this area, bringing expertise and innovation to current day. Communication is critical for long-term success and BeneComm, a proprietary communications portal, and our customer service desk provides what we call our “Triple-A” Services. We are an Advisor to your plan, we are an adjunct to your HR department, and we are an advocate for your employees, all at no additional cost. Our value proposition is truly the tip of the spear. 

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Retirement Planning

FTAC, in collaboration with our alliances, offers several services to small emerging companies such as:

 

  • Create, implement, and monitor an employer sponsored retirement plan
  • Review and modify our current retirement plan
  • Conduct a forensic fiduciary review of our plan
  • Utilization of an ESOP plan for an owner’s exit strategy
  • Mergers and Acquisitions

Business Planning

FTAC, in collaboration with our alliances, offers several services to small emerging companies such as:

  • The setting up or updating of financial statements and proper accounting procedures
  • Creation or updating of a business plan
  • Acquisition of capital for growth
  • The creation of a compensation package for the recruiting and retention of key people
  • Insulating your business from litigation
  • Creating or updating a cyber policy
  • Create, implement, and monitor exit strategies for owners

Payroll & Human Resources

Our strategic partners offer Payroll and Human Resources services designed to streamline your business operations. We understand that managing payroll and HR tasks can be daunting, especially for a growing business. Services include advanced payroll processing, tax compliance and HR management. We are able to mimic the services of a PEO but provide best-in-class providers for each level of service. This structure also allows us to add or delete a single service without change to the entire plan. We provide the partners that provide the expertise and plan. We provide the partners that provide the expertise and tolls necessary to handle these critical functions efficiently, allowing you to focus on your core business activities while ensuring your employees are well-managed and satisified. 

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Commercial Risk Management

Our Commercial Risk Management services are provided exclusively through a strategic partnership with J.S. Edwards & Sherlock, providing in robust solutions for businesses navigating the complexities of property and casualty insurance. They specialize in identifying, assessing and mitigating risks that can impact your business’s financial stability. Their approach is holistic, encompassing customized insurance strategies and risk management plans. They focus on protecting your assets, minimizing liabilities, and ensuring business continuity so you can focus on growing your enterprise with confidence.  

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Personal Services

Estate planning

Our Estate Planning services cater specifically to professionals, ensuring a secure and prosperous legacy. We understand the unique challenges and opportunities that come with professional careers. The estate planning team typically consists of an estate planning attorney, CPA and one of our advisors. Typically, there is an in-depth discovery done outlining the specific goals, followed by recommendations offered by our advisor. We then work with your estate attorney or a referred attorney to draft and execute the documents required to put the plan in place. Because the planning always includes financial instruments and business ownership, it’s important to keep the CPA in the communication loop. 

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Retirement Planning

FTAC in collaboration with our alliances offers several services to small emerging companies such as:

  • Create, implement, and monitor an employer sponsored retirement plan
  • Review and modify your current retirement plan to enhance the plan to provide balance to all employees. 
  • Conduct a forensic fiduciary review of your plan
  • Utilization of an ESOP plan for an owner’s exit strategy
  • Mergers and Acquisitions

Captive Planning

A captive is a licensed insurance company fully owned and controlled by its insureds – a type of “self-insurance.” Instead of paying to use a commercial insurer’s money, the owner invests their own capital and resources, assuming a portion of the risk. The balance is assumed by another insurance company known as a “reinsurance” company. This can mean higher risk when large claims occur, however, it can also save premiums for small claims because the company retains the money otherwise paid to traditional insurers. Captives and reinsurance companies often offer a more limited breadth of coverages and fewer binding regulations than traditional insurance companies, making them attractive to companies that face unique vulnerabilities traditional insurers won’t cover.

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Contact us today!

Call us today for your appointment with no obligation, and see why others have made the switch to FTAC!