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Business Planning Strategies that will help maximize your personal benefits, provide the tools to recruit and retain key employers, protect against the loss of key employees, and create ownership succession strategies.

401(k) Services

401(k) Services

Our dedicated retirement service group aims to help employees and employers increase participant outcome.

We work alongside plan administrators across all industries to build efficient and healthy 401(k) plans.

Visit our 401k Services Page
Executive Compensation Strategies

Executive Compensation Strategies

We design supplemental pension, deferred compensation, executive bonus and other retirement and incentive compensation programs.

These programs can motivate key people with financial incentives that enhance job security.

Key Person Insurance

Key Person Insurance

The loss of a key employee, due to death, disability or serious illness, can create serious problems for a business.

We can help you protect against this loss.

Business Succession Plans

Business Succession Plans

Our succession strategies can be catered to your wealth transfer objectives. We can provide life insurance funding for a Buy-Sell Agreement to provide for the orderly disposition of a closely held business if an owner dies, becomes disabled, or sells.

For family business owners, we identify alternative strategies to equalize assets among all children – whether they’re active or inactive in the family business.

Employee Benefits

Employee Benefits

We can help you create the employee benefit package that’s right for your business, including:

  • Cafeteria plans
  • Disability income insurance
  • Employee voluntary plans
  • Group dental
  • Group medical
  • Long term care insurance

Meet our Business Planning Professionals