Business Solutions

Business Planning

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