Business Services

Business and Executive Planning

As you know, the position of business owner is demanding and challenging. You are often pulled in many directions.

  • You want to attract, recruit and retain high quality employees.
  • You want to secure the future of your business in the event of an unexpected change.
  • As sponsor of a qualified retirement plan, you are expected to stay abreast of the changing regulatory environment and thus carry enormous personal fiduciary responsibility.

This is a lot to manage while also trying to manage your business.

Our business and executive services include:

Our objective is to assist you in the areas that are most important to your business. That may include focusing on one or more of the above services or providing comprehensive management of your entire program.

  • Company sponsored retirement plans
     
    • Evaluating vendors and plan options

    • Assessing plan provider services and fees

    • Providing professional education and investment advice
  • Employee benefits plans

  • Key employee benefit packages

  • Owner planning

  • Buy sell agreement planning

  • Business transition/sale planning

Our objective is to assist you in the areas that are most important to your business. That may include focusing on one or more of the above services or providing comprehensive management of your entire program.

Business Planning