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For Entrepreneurs

With Considerable Decisions & Complexities

Let’s Align the Goals of Your Company With Those of Your Life

As someone who has worked hard to build a name for themselves, you know that it’s anything but simple to get there. But, through determination, dedication and compassion for your business and employees, you strive to showcase your passion for your company.

How Can We Help?

Whether you have cash flow questions, would like to optimize your employees’ benefits or are looking to sell your business, we’ll collaborate with you to achieve the goals you have in mind.

Business Planning

  • Partnership Agreement or Operating Agreement Review
  • Employee and Executive Benefit Plan Design and Analysis
  • Payroll/Retirement Plan Integration Consultation
  • Proactively Review Plans to Assure Best-In-Class Options
  • Benefit Plans Fee Analysis

Group Corporate Benefits

Retirement Plan Services:

  • 401(k), Safe Harbor 401(k), 403(b), Profit Sharing
  • IRA (Traditional and Roth)
  • Savings Incentive Match Plan for Employees (SIMPLE IRA)
  • Simplified Employee Pension Plans (SEP-IRA)
  • Individual (k) Plans
  • Plan design consultation
  • Investment options recommendation
  • Regulatory updates for plan sponsors
  • Investment Policy Statement analysis and/or implementation

Employee/Employer-Funded Benefit Options:

  • Dental plans
  • Vision plans
  • Life Insurance
  • Disability Insurance
  • Additional supplemental coverage for accidents, critical illness & hospitalization

Owner, Executive & Key Employee Services

  • Executive Bonus Plans
  • Disability Buy-Out Plans
  • Split-Dollar Plan/Endorsement Split Dollar
  • Selective Employee Retirement Plan (SERP)
  • Non-Qualified Deferred Compensation Plans
  • Estate Planning Services
  • Buy-Sell Agreements
  • Business Succession Planning
  • Key Person Policies
  • Specific Disability Plans for Partners, Owners and/or Executives
  • Individual or Family Financial Planning Services

Let’s Get Started