Institutional Services

Your company will benefit from the “boutique” delivery of attention Cape Wealth Management can deliver.  From small business retirement plans to key man insurance policies, Cape Wealth Management is ready to assist your company in developing a sound and executable plan.

 

Retirement Plan Review
  • Investment Option Analysis
  • Plan Fiduciary Review / Plan Compliance
  • True Cost of Plan analysis
  • Retain your best talent, employee education and financial planning available
  • Form 5500 filing no obligation plan review
     
To gain confidence in your current plan, or begin the process of adjusting your plan please click the "Information Request" link, and we can begin the review.
 
 
Risk Management
  • Key Man insurance
  • Buy / Sell agreement funding
  • Tax Professional referral
  • Current Insurance policy review
  • Flexible and customized solution from non-captive agent
 
Key questions we can assist you in answering: 
  • Are we getting the most out of our business retirement plan? 
  • Who is the current fiduciary on our plan, and is that who we want?
  • Is our plan compliant?
  • How much do we pay annually for our plan?

    i.e. Investment cost, reporting, administration etc.
  • Do the employees of the company use the plan? If so, are they invested properly?
  • Do we get an annual review meeting with our plan advisor currently?