Business Owners

Employer Planning Solutions for Business Owners and Entrepreneurs

In addition to the professional financial planning needs you may have, as a business owner you need additional assistance to review the various employer plan benefits that you can offer to attract, retain, and incentivize your employees.  There are also many unique insurance needs that are important to discuss to help protect your business assets as well as your key employees. 

Planning Services:

1. 401(k), 403(b), SEP & SIMPLE IRA Planning, Evaluation and Implementation

2. Key Person Insurance and Cross-Purchase Planning

3. Stock Option Planning