For Business Owners, By Business Owners.
Attract Talent | Optimize Benefits Plans | Protect Your Business | Plan for Succession
As business owners ourselves, our team’s experience can help you with strategies to attract and retain top talent using competitive benefits, retirement, and deferred compensation plans. We can help you with strategies to mitigate risks that are designed to secure the continuity of your business.
We also help business owners and key employees plan for succession as well as for their personal financial futures. Because the lives of business owners are so intertwined with that of their business, our disciplined approach helps you thoughtfully navigate the road ahead.
We help you create value for your business through competitive benefits plans, tax and risk management strategies, and succession planning.
EMPLOYEE
BENEFITS
Including Insurance (Life, Health, Disability, Vision, Dental), 401(k) Plans, Defined Benefit/Pension Plans, SEP IRAs
BUSINESS
PROTECTION
Strategies designed to ensure the stability of your business through Key Person Insurance, Split-Dollar, and Group Carve-out Plans.
TAX FAVORED
PLANNING STRATEGY
When it comes to compensating employees, key executives, and yourself, tax efficient strategies can make spending go further.
SUCCESSION
PLANNING
Preserve your business’ legacy and monetize what you have built using strategies to balance the interests of all stakeholders.
EXECUTIVE
BENEFITS
Well designed benefit plans for executives can have a profound impact on retaining the top talent you need to succeed.
RETIREMENT
PLANNING
We help executives and owners plan for retirement before, during, and after their work at the company.
I) EVALUATE
First, we gathering information on existing plans and policies and speaking with you to understand your key objectives.
II) ANALYZE
We benchmark your existing plan against alternative strategies, services, and products offered in the marketplace.
III) STRATEGIZE
Together, we discuss certain strategies, services, and products that may improve your plan's ability to meet key objectives.
IV) IMPLEMENT & SERVICE
Full cycle support during a transition of providers and ongoing, proactive support on all plan elements.
Let’s Connect One-on-One.
Let’s start the conversation. We invest time with each prospective new client to explore need and mutual fit.