Our role when working with business owners is to take the worry of planning for the future off their plate. We understand that the life of a business owner is often hectic. Managing the responsibility of a business frequently leads to the owners neglecting their personal financial goals; delaying planning for their financial future until later in life or until there is more clarity and certainty. Our experience allows us to quickly identify areas that need to be addressed, providing you with clear and effective strategies to help protect your business and allow you to focus on your personal goals in the process.
Our focus is working with business owners to help protect, preserve, and pursue the value of their business through:
EMPLOYER / EMPLOYEE BENEFITS
We offer workplace benefits that can help protect employees and their families against the unexpected.
Group Benefits:
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Business Overhead Disability Insurance Protection
- Disability Insurance Buyout Protection
- Long Term Care Insurance
- Health Insurance
- Dental Insurance
- Vision Insurance
RETIREMENT PLANNING
Retirement savings plans provide a foundation for the company and employees.
- 401(k) Plans
- Safe Harbor 401(k) Arrangements
- Profit Sharing Plans
- Age-Weighted or New Comparability Profit Sharing Plans
- 403(b) Plans
- Owner’s 401(k)
- Defined Benefit/Pension Plans
- SEP IRAs
- SIMPLE IRAs
- Traditional IRAs
- Roth IRAs
BUSINESS PROTECTION
Our services are designed to provide business protection and preservation planning.
- Key Person Plans
- Split-Dollar Plans
- Group Carve Out Plans
BUSINESS SUCCESSION PLANNING
Legacy and continuity.
- Buy-Sell Agreements
- Business Evaluations
- Executive Bonus Plans