Business Services

Our clients’ business is their most important asset. Business owners spend most of their time working in their business. Our services are to assist owners to work on their business.

Contact us for a free Initial Consultation

Our to-do list when working with Business Owners begins with:

  • Review your company's profile, analyze existing benefits, and determine suitable retirement plans, profit-sharing, pension, 401(k), 403(b) and benefit plans to best meet the firm's needs. This includes a cost-benefit analysis and Fiduciary Review.
  • Review Owner & Executive Benefit Bonus Plans making sure they are current.
  • Provide “Key Person” Benefit Planning and Succession Planning for the Owner.
  • Complete insurance review and cost-benefit analysis with objective recommendations.
  • Provide educational workshops to support Fiduciary Requirements and increase participation for retirement plans. 
  • Provide fiduciary services to aid with compliance.

For owners and executives, we provide personalized Financial Planning and Wealth Management Services to encompass all facets of business ownership along with personal and legacy planning/ estate planning needs.