‍The Opportunity

Emily owns a law firm and has a few employees. She wants to understand and choose a retirement plan option that takes care of her employees and herself. Emily is seeking guidance on increasing employee benefits while preserving the future of the firm. 

The Solution

Brickley’s CPA firm helped her pick a defined benefit and a defined contribution plan, like a 401k, based on the plan’s requirements and tax savings. We took the time to understand Emily’s goals and the potential benefits for her company. 

• Brickley connected Emily with a third-party administrator to help set up the plan to meet her needs. 
• Brickley analyzed the plan’s suitability to her goals, managed the plan’s investments, and supplied the plan administration firm with Emily’s account information.
• We arranged for the contributions to be received from Emily’s firm and invested timely and per the employees’ wishes.