Services for Businesses
We address the needs and goals of business owners through customized compensation and benefit plan designs, as well as business succession planning. Our corporate services may include:
- Entity Planning
- Short-Term Compensation, and Intermediate & Long-Term Incentive Planning
- All Defined Contribution Plans including SIMPLEs, SEPs, 401ks and Profit Sharing Plans
- Defined Benefit Pension Plans
- Elective-based / Voluntary programs and Supplemental Insurance Plans
- Multi-Life Long Term Care (LTC) & Disability Insurance (DI) Plans
- 409(a) Deferred Compensation Plans (DCPs)
- Supplemental Executive Retirement Plans (SERPs)
- After-Tax Insurance Based Retirement Plans
- Captive Insurance Company review, implementation and support services
- Buy/Sell Planning & Key Man Life Insurance
- Business Continuation Planning
We want to help you put all the pieces of the financial planning puzzle together. Contact us today to learn more.