As a family business, we understand the unique challenges entrepreneurs face when it comes to financial planning. We help business owners mitigate risk, develop and implement a strategy to save for retirement, and structure estate and succession plans.

Being prepared by protecting your business and managing the day to day operations can be stressful. Having the proper roadmap for where you are today and planning for the future is crucial. Most business owners believe they will one day eventually retire from their business and its company’s valuation combined with their accumulated retirement savings will seek a confident retirement.

In today’s highly competitive marketplace it can become difficult to run and progressively grow your business. There are many factors business owners face which goes unnoticed by the normal employee. Salary is not only the sole driver for retaining and attracting top talent. Employees priorities in the workplace has shifted and employer benefits and culture now play a significant role. Having the right employer benefits is essential because individuals are more concerned with financially protecting their families and how will they plan for their retirement. Normally we find start-up companies and small business owners with only a few employees overlook employer benefits package because of cost. The impact of structuring proper employer benefits can have major tax incentives to offset the cost for service.

Retirement Plan- We incorporate an integrated plan design and implementation process starting with a current analysis of your employer benefits program. Our analysis incorporates fee benchmarking to make sure your plan is cost efficient, Investment Selection and Monitoring, and an executive summary of your current plan outlining current gaps and inefficiencies.

  • Retirement Plans
    • 401(k)
    • 403(b)
    • SEP IRA
    • Simple IRA
    • Traditional Defined Benefit Plans
    • Cash Balance Benefit Plans
    • Profit sharing components
    • Non-qualified Deferred Compensation
  • Executive Group Life Insurance
  • Buy-Sell Agreements
  • Disability Income Insurance
  • Executive Benefit Programs
  • Employee Education (various workshops and programs based on your needs)