Solutions for Businesses

No two businesses are exactly alike, so our business solutions are tailored to your specific needs and include the following programs and services:

Employee Benefit Packages - designed to enhance your efforts to attract and retain company employees and key contributors.

Retirement Planning - offering qualified and non-qualified plans to help owners and employees build financial independence. 

Executive Compensation Strategies - that deliver the kind of benefits, compensation, and tax advantages that reward and motivate your key personnel. 

Employee Education - with sessions explaining retirement packages and seminars on a variety of financial topics. 

Business Continuation Strategies - to help ensure your business succeeds when you retire, or in the event of a premature death or disability.

Key Person Planning - to maintain continuity during and after the loss of a key employee. 

Qualified Retirement Plan Services - which can include selection, implementation and plan audit. 

Some of the companies we do business with: