For Business Owners

Retirement Plans

Plan design and investment product selection to employee education, we are here to assist our business clients in the design and implementation of employee retirement plans to suit the specific needs of their company. Plan designs range from 401k's, Profit Sharing, Defined Benefit Plans to ESOPs, and Non-Qualified Deferred Compensation Plans. 

Key Man Protection and Executive Incentive Plans

If one or more people in your company play a significant role in the profitability and productivity of the business than insuring them makes good business sense. A premature death or long term disability could financially destroy a business. Also, providing long term incentives to these key people is prudent to provide stability and longevity. 

Buy Sell Agreement Funding

We assist the business owner(s) with strategies for buy-sell agreements as well as support with the funding implementation. 

Succession Planning

For many owners of small or closely-held business, realizing a retirement goal means selling their business. Oftentimes, the business is the largest single asset in his or her portfolio. Long range planning to help ensure the funding is available to the designated buyer can mean an on-time retirement. We assist in evaluating viable strategies and funding plans and implementation support.