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Planning for Businesses

As business owners ourselves, we understand the many responsibilities and decisions our business clients face on a day-to-day basis. We offer a wide range of consulting services, including:

Retirement Plans

We work closely with you to determine appropriate 401(k) plan options, as well as 403(b) plans, profit sharing plans, cash balance plans, and pension plans. We also assist with the development and review of your Investment Policy Statement, and provide consulting on your investment choices. For your employees, we offer educational workshops and personal financial planning services designed to help them prepare for their future retirement.

Executive Benefits

Offering a competitive executive benefits plan can attract and retain key executives. We help you determine and implement appropriate plans, such as executive bonuses, deferred compensation, salary continuation, and supplemental executive retirement plans (SERP).

Succession Planning & Business Continuity

We work with you to create a comprehensive exit strategy that helps ensure you have a plan for the expected and unexpected. A thorough succession plan can help mitigate taxes, prevent a loss of control over the final disposition of your company, and avoid a decline in the value of your business in the event of your death or unexpected disability.