Business Owners

As a business owner, you have unique opportunities.

We help you tap into them.

Business Planning Needs

  • Business Continuation Funding

  • Executive Compensation Funding

  • Key Person Insurance

  • Non-Qualified Deferred Compensation

  • Commercial business & property insurance

401(k) Plan Management

  • Plan design and implementation

  • Investment selection and monitoring

  • Analysis, benchmark & modernization

  • 401(k), 403(b), employee stock ownership plans (ESOP), defined benefit plans, and executive

Employee Benefits

  • Employee benefits/non-qualified plans

  • Group Health, Dental & Vision Insurance

  • Educational workshops

  • Individual participant financial planning