Your decisions, our helpful strategies

As a business owner, you work countless hours and put your sweat, tears and resources into building your company.

Whether you’re just starting out, growing, anticipating retirement or preparing to pass on your business and assets to a future generation, you need a strategy that protects you, your family, your employees and the business you've worked so hard to build.

Retirement plans

Retirement plans serve as an important vehicle to help you build your retirement savings and live the life you want after you retire. 

We provide customized, flexible retirement plans, including 401(k), profit sharing, defined-benefit/pension and cash balance plans.

Business Continuation strategies

Preparing for what will happen to your business after you retire – or are suddenly unable to run it – can be daunting, but you don’t have to do it alone. 

We can help you build a continuity strategy that can be key to the success and survival of the business you’ve worked so hard to build.

Exit and transition strategies

Business owners plan to exit but aren’t exit planning. Developing a comprehensive exit and transition program early makes it more likely that you will receive a fair value for your business and that the new owner will succeed.

Through planning, we can help ensure a graceful exit, continued work for your employees and convert your hard work into income.

Executive Benefits

Executives and key employees are important assets to your business and instrumental in your company’s success. A competitive compensation package is important to attract and retain these top performers.

We work with employers of all sizes to provide retirement, executive bonus, non-qualified deferred compensation and other benefit plans as an important incentive for your most valuable employees.

Key Person Protection

The sudden loss of a key employee who is critical to your business’ success could have significant consequences. 

We will help your business continue to operate smoothly and recover from loss.

Employee Education

An epidemic of poor financial behaviors has American workers worried and employers seeking solutions. Help employees turn financial stress into long-term success by engaging our financial wellness program.