BUSINESS MANAGEMENT

We work with business owners and executives to create and implement a financial plan that addresses all areas of our clients' financial lives.  Our goal is to replace financial stress with the knowledge that a client has considered every aspect of their financial life and has developed a personal plan to pursue their goals.  We serve each client with integrity and outstanding service to build lasting relationships.

ASSET PROTECTION FOR BUSINESS OWNERS

Retirement Plan Design Assistance 

Trust Planning

EXECUTIVE BENEFIT PROGRAMS

Executive Bonus Plans

Deferred Compensation

Salary Continuation Plans

Disability Buy-Out 

Stock Options Planning

BUSINESS CONTINUATION PLANNING

Buy / Sell Funding Arrangements

Key Person Planning

Succession Planning

EMPLOYEE BENEFIT PROGRAMS

Retirement / Profit Sharing Plan Design Assistance

Pension Plans

Payroll Deduction Plans