We apply our same consultative approach to your business planning needs, bringing experience helping family and privately-owned businesses optimize cash flow, retirement planning, succession planning and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective solutions.

We provide innovative solutions for your specific needs in these and other areas:

  • Financial Planning
  • Retirement Plan Solutions
  • Employee Benefits
    • Group Health
    • Supplemental Health
    • Group Dental
  • Insurance Planning & Risk Management
  • Executive Compensation Solutions
  • Cash Management Services
  • Business Transition and Estate Planning


Corporate Retirement Plans

We bring dedicated resources and experience to assist businesses seeking tailored retirement plan solutions. We know it can be a daunting task to determine the best investment options for your employer sponsored retirement plan.

Plan Design, Implementation and Service

With access to sophisticated investment tools and unbiased research, we are able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, we can assist you with a thorough review of your investment policy statement and help you maintain 404(c) compliance.

  • 401(k) and other qualified defined contribution plans
  • Defined benefit plans
  • Non-qualified executive compensation plans
  • Investment policy statement reviews
  • 404c Compliance reviews
  • Employee Education


Business Transition and Estate Planning

Succession planning helps to ensure that a smooth transition can occur when you’re ready to retire, sell your business or pass the business on to the next generation. We can assist you in developing strategies that seek to help you:

  • Time your exit to maximize value (eliminating the risk of a fire sale)
  • Ensure continuity of service for your clients or customers
  • Provide for an efficient transfer of business to a successor or buyer of your choosing
  • Retire on your schedule
  • Remove emotional decision-making 
  • Provide career-path opportunities to existing associates and/or elevate key employees to owners
  • Coordinate with your personal estate plan to minimize estate taxes
  • Plan for the unexpected