MLR

Consulting

Our collaborative consulting process empowers you to consider your Maxwell Locke & Ritter team as your trusted business advisors. Maxwell Locke & Ritter delivers a more complete and rewarding client experience, guiding you and your business towards the most successful and sustainable financial outcome possible. Our team understands your business needs and uses our expertise to bring creative ideas and suggestions to the table. See a list of some of the specialized consulting services we provide below:

Specific Services:
  • Internal Control Gap Analysis and Design Effectiveness Testing
  • Stock Option Planning
  • Real Estate Cost Segregation
  • R & D Tax Credits

WANT A SECOND OPINION ON YOUR COMPANY RETIREMENT PLAN?

Our affiliate, ML&R Wealth Management, can serve as a single point of contact for you and will coordinate your other plan service providers, such as the record keeper, third party administrator and custodians.

LEARN MORE