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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  914-208-2121