Retirement & 401(K) Solutions

Rest Easier when Looking Ahead: Personalized Retirement Strategy that Enables Your Lifestyle for the Long-term

retirees taking a hike at a scenic shoreline

BGM has teamed with Cornerstone Private Asset Trust Company, LLC, to offer retirement services that meet the needs of businesses owners, as well as, their employees. Cornerstone is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. It provides services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals.

Cornerstone’s approach has led to significant cost savings for clients while helping to increase return on participant contributions. Our professionals work closely with clients to ensure that when you grow and change, your retirement plan adjusts to keep pace. We provide you with the information you need in an easily understandable format, and we help you select the plan that is most effective for you.

How We Help

Cornerstone takes pride in its high level of client service, including:

  • Annual meeting with plan participants to provide updates on plan performance, investment options, and retirement planning education
  • Annual plan review with cost and investment option reassessment
  • Assist counsel in preparing potential questions for interrogatories, depositions and testimony
  • Development and annual review of Investment Policy Statement
  • Ongoing monitoring of plan investments

The BGM Benefit

At BGM, we believe in going beyond the traditional role of accountant and tax advisor. You’ll be assigned a dedicated team and can expect to experience a hands-on approach from your financial professionals. Plus, you’ll receive timely and proactive advice and solutions. It’s this high level of personalized service that keeps our accounting and advisory firm leading the way.

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.