Broker Check

Business Planning

How We Work

Our team works with mid-market closely-held businesses from growth to security to transition. Our priority is ensuring the continuity of the business, and taking care of the family behind it. We want to learn more about your personal situation, identify your goals, and understand your tolerance for risk. We are in it for the long haul.

Planning for Your Business

Planning for Your Business

We'll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.
Executive Benefits

Executive Benefits

As a business owner, it’s important to recognize the dedication and commitment of your most important contributors.

We can help you design an executive benefits package that provides additional compensation to selected employees, which may include:

  • An executive deferred compensation plan which allows you or your key employees to forego receipt of a portion of current income until a later date, which is usually retirement.
  • Bonus plans which provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.
Employee Benefits

Employee Benefits

One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees. A well-designed benefits package can give you a competitive advantage in the war for talent.

Our team can help you design a quality, affordable benefit plan that may include features such as:

  • Group health insurance.
  • Group life insurance.
  • Group disability income insurance.
  • Dental insurance.
  • Vision insurance.
  • Flexible spending accounts.
  • Qualified retirement plans such as SEP IRA or 401(k) plans.