Other Services

At McAuley & Crandall, we offer a diverse range of services designed to enhance financial planning and operational efficiency for both individuals and small businesses. Whether you’re planning for retirement or managing employee benefits, our experienced team is here to assist you.

For Individuals

Retirement Planning: Planning for retirement is crucial for securing a prosperous financial future. Our experts can help you navigate various retirement planning strategies tailored to your goals and financial situation. From IRA contributions to comprehensive retirement income planning, we provide personalized guidance to maximize your savings and investments.

For Small Businesses

Management Consulting: Our management consulting services are designed to help small businesses optimize their operational efficiency and strategic decision-making. From financial analysis and forecasting to process improvement and risk management, we provide actionable insights to drive business growth and profitability.

TPA Services: As a trusted Third-Party Administrator (TPA), we manage all aspects of your employee benefit plans, from enrollment and contribution processing to compliance testing and government reporting. Our comprehensive TPA services streamline administrative tasks and ensure smooth operations for your business.

Employee Benefits: McAuley & Crandall specializes in managing employee benefit plans to support your workforce and enhance employee satisfaction. Our services include plan administration for pension, profit sharing, and 401(k) plans, ensuring compliance with regulatory requirements and optimizing plan effectiveness.