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Business Planning

Working closely with you and your trusted legal and tax advisors we can help you reach your business and estate planning goals with solutions that will maximize your personal benefits, provide the tools to recruit, retain, and reward employees, and create ownership succession strategies. Our Advisors can help you strengthen your business and transfer wealth to future generations. Once your customized plan is in place, we continue to support you by conducting annual reviews to ensure that the plan is on track.

Retirement Planning

Qualified plans can help both owners and employees build financial independence. Our Advisors can help to build and manage 401(k)/403(b) defined contribution plans, defined benefit pension and cash balance plans, profit sharing/money purchase plans, SIMPLE IRA and SEP IRA plans, as well as Solo(k)/Individual 401(k) plans. We can conduct seminars for your employees on their retirement packages as well as educational seminars on a variety of financial topics.

Executive Compensation Planning

Our Advisors work with you design tailored executive compensation packages that include supplemental pension plans, deferred compensation arrangements, executive bonus plans, and other incentive compensation plans. These programs provide you with the ability to target and motivate key employees and executives with financial incentives that can help to retain and reward the most valuable members of your team.

Business Succession Planning

Our Advisors can help you build a succession strategy catered to your wealth transfer objectives. We can provide life insurance funding for a Buy-Sell Agreement to help provide for the orderly disposition of a closely held business if an owner dies, becomes disabled, or sells. We can also use life insurance to create needed liquidity and protect against the death of a key employee which can create serious challenges for a business. For Family business owners, we can help you to identify alternative strategies to equalize estate assets among all children – whether they’re active or inactive in the family business.

Business Planning Services

  • Corporate-Owned Life Insurance
  • Succession Plans
  • Buy / Sell Arrangement Funding
  • Key Person Insurance
  • Qualified Plan Design & Installation
  • Executive Compensation Plans



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