Benefits & Business Planning

If you’re a business owner or HR director, you understand the cost of employee turnover and value of attracting and retaining talent. With social security in question and pension plans a thing of the past, more and more employees are looking to their employer to provide a strategic benefits package that will help their family manage competing financial goals.

It is well documented that a robust benefits package increases employee productivity, loyalty, and morale; which in turn increases the success and value of your business – a 360 win! Reward your shareholders and executives too while also leveraging various tax advantages along the way! Closely held businesses today face many challenges and with limited resources, so it is important to work with the right team of advisors who understand your business and unique needs.

If this is you, we can help you address these concerns and more with our benefits and business planning services, tailored for small to mid-sized businesses. Our financial advisors provide analysis and guidance around the following areas:

Employee Benefits: Group Life, Disability, Critical Illness, Accident Insurance, & Personal Legal Services
Executive Benefits: Supplemental Disability Carve Out Plans, Guaranteed Standard Issue, Non-Qualified Retirement Plans
Succession Planning: Key-Man Life Insurance, Buy-Sell Life & Disability Insurance, Business Overhead & Expense Disability Insurance (BOE)
Corporate Retirement Plans: Turn-key 401(k) & Profit Sharing Plans. Customized, transparent, Both Traditional & Roth 401(k) plan designs. Visit our dedicated Small Market Solutions (SMS) page to learn more!
Tax-advantaged Retirement Plans: SIMPLE IRA & SEP IRA

Set your company apart from the competition by designing a benefits package that lets your workforce know that you value them and are invested in their financial future.