Business Planning

Financial Planning for Business Owners & Executives

Protect and Monetize the Investment in Your Business

  • Business and Executive Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration
  • Monetization strategies including outright sale, employee purchase, recapitalization, joint venture, etc

Reward the Key People in Your Business

  • Financial Planning for Key Employees
  • Non-Qualified Selective Benefits
  • Deferred Compensation Plans
  • Executive Disability Programs
  • Section 162 Executive Bonus Plans
  • Executive Group Life Insurance

Attract and Retain Quality Employees

  • Retirement Plans
  • 401(k), 403(b)
  • Profit Sharing
  • Defined Benefit

Group Insurance*

  • Health
  • Short and Long Term Disability
  • Life and AD&D
  • Long Term Care
  • Dental
  • HSA, HRA and FSA Plans

*Some health insurance products offered by unaffiliated insurers

Discounted Voluntary Benefits

Planning Workshops