Integrated financial planning for physicians and dentistsPress Release
Greenbook Financial Services, Inc., Names Robert G. Thurlow President of Greenbook Pension Services, Inc.
Award-winning pension professional makes decades of experience in specialty employee benefits available to doctors across the United States
November 15, 2005 – SAN DIEGO – Greenbook Financial Services, Inc., today announced Robert G. Thurlow, JD, will assume the role of President of Greenbook Pension Services, Inc. Mr. Thurlow, recently honored with a Lifetime Achievement Award by the National Institute of Pension Administrators (NIPA), brings 28 years of executive experience in specialty employee benefits to Greenbook doctor clients.
Working with NIPA and the American Society of Pension Professionals and Actuaries (ASPPA) for the past several decades, Mr. Thurlow has been responsible for the design, installation and administration of thousands of qualified pension and profit sharing plans. Moving forward, he will focus his expertise, as well as the resources and capabilities of his employee benefit consulting firm, Associates In Excellence, on the retirement planning needs of Greenbook doctor clients.
“We are honored and privileged to be able to offer an enhanced suite of pension services through the addition of Bob Thurlow and his talented team,” said Robert S. Holcomb, CEO, Greenbook Financial Services. “Integrated with our balanced platform of practice structure optimization, risk management, portfolio design and asset protection, the ongoing improvement and evolution of our organization clearly demonstrates Greenbook’s position as the financial planning company for doctors.”
“My associates and I have served clients of all shapes and sizes across more than 30 states and we’re thrilled at the opportunity to turn our attention to help those who help so many,” stated Mr. Thurlow, President, Greenbook Pension Services. “We will examine each doctor’s specific economic lifecycle and then design and manage the most appropriate plan for his or her unique retirement needs.”
Under the direction of Mr. Thurlow, Greenbook Pension Services will offer a range of plans, including but not limited to, Defined Contribution, Defined Benefit, Profit Sharing, 401(k) and Cafeteria 125 Plans. Greenbook pension professionals will work with each doctor client to evaluate and determine which plan best suits his/her specialty, age group and practice structure.
Mr. Thurlow and consultants from Associates In Excellence join a team of in-house Greenbook pension specialists led by Silas I. Harrington, JD, LLM (Tax), who oversees compliance for advanced pension plan design, and Cedric T. Rohwedder, ASA, MAAA, EA, who functions as Chief Actuary, responsible for the design, management and administration of hundreds of Greenbook doctor clients’ plans. In addition, Associates In Excellence plan administrators hold NIPA and ASPPA designations such as Certified Pension Consultant (CPC), Accredited Pension Administrator (APA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA).
Mr. Thurlow is a published author and speaker at national conferences, and has earned a B.A. from the University of California at Berkeley and a J.D. from McGeorge School of Law, University of the Pacific.
Greenbook Financial Services, Inc. provides integrated financial planning for doctors. The company employs a conservative approach committed to regulatory compliance that seeks to avoid losses from inefficient tax planning, uncompensated investment risk and ineffective business structures. Greenbook designs, implements and administers a balanced platform of practice structure optimization, risk management, portfolio design and asset protection services to address the unique earning, spending and savings patterns of high-income doctors. Headquartered in San Diego, Calif., Greenbook serves the healthcare community through a nationwide network of advisors and corporate offices in Phoenix and Orlando, Fla.
Note: Financial planning and investment management services provided by Greenbook Investment Management, Inc. Greenbook does not offer legal or tax advice and all strategies should be discussed with appropriate legal or tax counsel. Nothing in these materials shall be construed as offering or disseminating specific financial planning, retirement, estate, asset protection, investment, tax, or legal advice to any individual without the benefit of direct and specific consultation with a Greenbook Advisor or any affiliate of Greenbook.
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