Business Planning


You know what it takes to build a successful business. It takes vision, preparedness, skills and desire – not to mention a focused dedication to achieving your goals. If you are like most business owners, you've worked hard and made many sacrifices to grow your business. That's why you should put just as much energy into protecting it as you did building it.

We can help you:

  • Review and / or implement a retirement plan to meet the needs of your company and its employees.
  • Attract and reward top talent — and protect your business in the event that you lose one of them.
  • Design a strategy to transition the business in the manner in which you choose.
  • Protect your family and your business in the event something unexpected happens to you or one of your business partners.
  • Create a retirement strategy that is outside of your business.
  • Manage the risk factors that could threaten the viability of your business.
  • Identify the tax advantages available to you as a business owner.


Comprehensive Financial Planning
Retirement Plans
 401(k) - Traditional & Safe Harbor
Profit Sharing Plan
Defined Benefit Plan
 Cash Balance Plans
Executive Benefit Programs
Business Valuation
Exit Planning
Buy-Sell Agreement
Business Sucession Planning
Key-Person Protection
Employee Education
 Group Education Sessions
         - O
ne-on-One Private Counseling
Employee Education

          - Life Insurance
Disability Income Insurance
Long-Term Care Insurance