Businesses & Organizations

We partner with business owners to develop a comprehensive financial planning package designed to increase employee satisfaction and create long-term value. Our tailored solutions are custom-built for each business and employer, covering a variety of areas such as business planning, employee financial objectives, and financial wellness initiatives.

ATTRACT & RETAIN
QUALITY EMPLOYEES

  • Non-Qualified Deferred Compensation Plans

  • Retirement Plans

    • 401(k)

    • Profit-Sharing

    • SEP and Simple IRAs

    • 403(b) – Defined Benefit

  • Group Insurance

    • Health

    • Short- & Long-Term Disability

    • Life, AD&D, Long-Term Care

    • Dental

  • HSA, HRA and FSA Plans

  • Discounted Voluntary Benefits

  • Executive Carve Out Benefits

  • Financial Planning Workshops

PROTECT THE INVESTMENT
IN YOUR BUSINESS

  • Business Valuations

  • Business Succession Planning & Exit Strategies

  • Buy/Sell Strategies

  • Key Person Insurance

  • Estate Plan Integration

REWARD THE KEY PEOPLE
IN YOUR BUSINESS

  • Financial Planning for Key Employees

  • Non-Qualified Selective Benefits

  • Deferred Compensation Plans

  • Salary Continuation Plans

  • Executive Bonus Plans

  • Split Dollar Arrangements

For more information about our tailored solutions, download our brochure:

 Get in touch.

We would love to answer any questions you have about the process and philosophy behind our services