BUSINESS PLANNING

Properly structured company benefits can help recruit, reward, retain and ultimately retire the best employees. In addition, utilizing non-qualified benefits can be an essential tool in attracting and retaining executive level personnel.
  • Group Health and Disability Insurance
  • Group Life Insurance
  • Retirement Plans (qualified and non-qualified)
    • Defined Contribution – 401k, 403b, 412i, SEP, etc.
    • Defined Benefit – Pension Plans
  • Buy/Sell Agreements (cross purchase or entity)

If you are a sole proprietor or have an employee such as a spouse, your choices are more succinct and should be geared to address only your individual concerns. For example, employer-owned retirement plans such as SEP, IRA’s, owner-only 401k’s and defined-benefit plans will allow multiple tax and retirement options.

Regardless of your business entity or for-profit/not-for-profit status, we can design plans to help meet your specific financial strategies.

Retirement
Planning

Business
Planning

Protection
Planning

Investment
Planning

VIDEO
GALLERY

Piggy Bank Puzzle Pieces Umbrella Bar Graph Play Button

Let us help you secure your financial future.

Let us help you advance your business objectives.

Let us help you protect your valued interests.

Let us help you maximize your earning potential.

Informational presentations featuring our trusted advisors.

Learn More Learn More Learn More Learn More Watch Videos