Tailored plans. Exceptional service.
From planning for a comfortable retirement to maximizing tax savings to crafting a retirement plan that attracts and retains employees, our expert team listens to you and ensures all available options are explored.
Focus on pension planning.
We concentrate solely on providing the best possible design of 401(k) and pension plans to meet the goals of our clients, unlike many other firms who offer a multitude of other services, such as payroll and insurance. Our strong focus helps us stay abreast of current trends and regulations in a dynamic and evolving industry.
We ask the right questions.
Our thorough information gathering process is the cornerstone of our success. We pride ourselves on the ability to ask the right questions and create innovative retirement plan solutions based on our clients' objectives. As a result of an individualized consultation, you'll have the peace of mind knowing you're receiving the best plan possible - one that considers all your options.
We design plans that are tailored to the specific needs of our clients. We have an experienced staff, which allows us to offer every possible pension option. (We invite you to see how we stack up against our competition.) Our customized plan-designs allow our clients to incorporate
more of the options they need...and avoid those they don't! This ensures that our
clients receive the best possible value from their respective plans.
Commitment to client service.
When people work with us, they can expect to be treated with courtesy and
respect. Beyond plan design, our clients receive the highest level of service. To that end, we have dedicated Osborne & Associates, Inc. to the following:
Written, free estimate before plan work begins
- We specify the work to be performed
- We commit to a maximum fee for that work
- We start work immediately upon receiving authorization
Access to staff working on the plan
- Access to our staff that is convenient and timely
- Personalized attention
- Prompt service
- Kept informed of changes to the laws that may impact the plan
- Clients are asked to identify expectations of our service
- Client opinions and suggestions are welcomed