Businesses

If you own or operate a business, you are well aware of the unique set of challenges and strategies needed to help maximize your profitability without overly complicated procedures. Our advisors are equipped to help you do just that.

Retirement Plan Strategies:

Matching the right plan for your business is not a guessing game. 401(k) plans are not one size fits all and there are numerous other plan types (SEP, SIMPLE, Cash Balance…) that may be more suitable. Our professionals seek to make sure that all of your goals are met through a plan tailored exclusively for your business. From there, we will work with you to seamlessly implement the plan and provide access to ongoing plan monitoring.

Insurance, Tax, and Risk Management Strategies:

Whether you are just starting your business, in your prime, or looking to cash out, there’s a need for proper protection and planning. We can help you in all of the following areas and more:

Business Succession Planning and Tax Strategy

Life Insurance Analysis and Review

Disability Insurance Analysis and Review

Personal Liability Insurance Review