Business Planning Services

Business owners look for ways to impove their businesses, but are crunched for time.  We can help:

Qualified Retirement Plans                                             

  • 401(k)  and 403(b) plans
  • SEP and Simple IRAs  
  • Defined Benefit and Pension Plans                                                       

Business Protection                                                          

  • Business Overhead Expense Insurance
  • Key Person Insurance

Exit Planning                                                                      

  • Informal Business Valuation
  • Buy/Sell Reviews       
  • Employee Stock Ownership Plan

Key Employee Benefits

  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Executive Benefit Strategies

Employee Group Benefits

  • Health
  • Long & Short Term Disability Insurance
  • Life
  • Dental
  • Vision

Contact us to learn more.