In the event of a death, disability or resignation of a key employee or a future change in management, would your business be as successful as it is today?

Key person benefit's and protection can help you prepare for the unexpected. And, to have a plan for your business to be around for future generations, we can help you with our business owner and executive solutions, too.

• Buy-Sell and Business Transfer Strategies
• Nonqualified Deferred Compensation
• Key Person Protection
• Business Owner Retirement Analysis
• Informal Business Valuations 

Retirment Plan Reviews 

We take a flexible and customized approach to conducting your progam search within a framework. Our objective is to provide transparency around all aspects of retirement plans: administration, recordkeeping, compliance, employee communication services, standards and fees. Our goal is to reduce the amount of time you allocate to evaluation of new plan providers.

• Program Analysis with Recommendations
• Cutting Edge Plan Design Strategies
• Participant Services and Education