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Business Services

 Business Continuation Plans & Buy-Sell Planning

By investing some time, resources and forethought, business owners can have a smooth transition plan in place in the event of retirement, premature death or disability. This planning can also maximize the financial resources available in any of these eventualities.

Business Planning Services

Business Planning Services

We have found that business owners and senior management tend to have financial concerns in three major areas:

* Succession planning for a smooth transition to the next owner

* Effectively directing benefit dollars to support key employees

*  Structuring both business and personal assets to meet financial needs

We employ several strategies and tools to guide businesses in addressing these concerns.

 Employee Group Benefits

 We have a dedicated team that focuses on providing the appropriate employee benefits for your small business. We will help you in assessing the right fit and cost for your business and its employees. We understand the importance group benefits have in keeping your business competitive in recruiting and retaining talent. We provide group medical, dental, long term disability, and life insurance options.

 Retirement Plans

 Retirement Plans

We assist business clients in the complex and competitive world of retirement plans to design and mange a plan that best fits company and employee needs, and at the same time make the best use of limited company resources. We work with a wide range of qualified and non-qualified retirement plans, including:

  • Profit Sharing
  • 401k Plans
  • Defined Benefits
  • S.E.P IRA’s
  • 403(b) Plans
  • Simple IRA’s
  • Keogh Plan


Key Employee/Executive Fringe Benefits

We help small and mid-sized companies develop plans to capture results in recruiting, retaining and rewarding key personnel which will allow the company to continue its focus for long term success. These include:

Sect. 162 Bonus Plans
SERP Plans
Nonqualified Deferred Compensation Plans
COLI (Corporate Owned Life Insurance)