Business Solutions

Our corporate clients rely on us for advice on benefit plans for employees, selective benefits for senior executives and business succession planning:

Protect Your Business

  • Business Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration

Reward Key Employees

  • Financial Planning for Key Employees
  • Non Qualified Selective Benefits
  • Deferred Compensation Plans
  • Estate Plan Integration
  • Executive Bonus Plans
  • Split Dollar Arrangements

Attract and Retain Talent

  • Retirement Plans
    • - 401(k)
    • - Profit Sharing
    • - SEP and SIMPLE IRA
    • - 403(b)
    • - Defined Benefit
  • Group Insurance
    • - Health
    • - Short and Long Term Disability
    • - Life and AD&D
    • - Long Term Care
    • - Dental
    • - HSA, HRA and FSA Plans
  • Discounted Voluntary Benefits
  • Financial Planning Workshops