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:

Our comprehensive quarterly review schedule includes: 

JAN
FEB
MAR

Q1

Cash management
Debt management
Financial management
Risk Management
APR
MAY
JUN

Q2

Estate Plan Review
Personal Account Structure and Investments
Personal Insurance Review
JUL
AUG
SEP

Q3

Key employee compensation and incentives
Review Retirement Benefits
Review Other Employee Incentive Options
OCT
NOV
DEC

Q4

Advisor Meeting
Minimize Business Tax Liability
Review Entity Type, Value Business and Cost Basis

 Get in touch.

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