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