For Business Owners

As a business owner, one of the biggest challenges you face in today's environment is the need to do more with less time available. Demands for your time are at an all-time high. Finding the time to meet the responsibilities of running your own business is tough enough. Finding the time and personal resources to manage your own long term financial affairs is even more difficult. Why not seek the resources and services of an experienced financial professional?

We are very well positioned to assist you with planning for your financial needs, goals and objectives, regardless of what stage of life you or your businesses are at. We pride ourselves in delivering individualized services to meet your needs, rather than taking a one size fits all or product centered approach.

Business Owner Solutions

Qualified Retirement Plan Solutions

Defined Benefit

Defined Contribution

SIMPLE IRA

401(k) Plans

SEP IRA

Pension Plans

Executive Benefits & Business Leveraging Solutions

Bonus Plans

ESOP

Salary Continuation

Non-Qualified Executive Benefits

Non-Qualified Deferred Compensation Plans

Split Dollar Plans

 


Business Protection Solutions

Key Person Insurance

Informal Buy/Sell Agreement Review

Succession Planning

Charitable Giving

Business Continuation Planning

Business Overhead Expense Plans

Business Transition Planning

Business Planning

Disability Buy-Out Insurance Plans


Group Benefit Solutions

Medical

Non-Medical

Group Short Term/Long Term Disability

Group Life

Group Long Term Care

Section 125 Plans