Business Planning Services Include:

Do you ever feel like advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered. 

After all, it's more than just a business. It's personal. And that's why we go beyond the basics to create a plan that covers what matters most to you. Here are just a few ways we can help.

Your business:

  • Exit Planning
    • Have you established a definite time period to transfer your business to a specific party at an established price?
  • Wealth transfer
    • Is your will/trust current and does it accurately reflect how you want  your assets distributed?
  • Retirement Income
    • Are you or your key employees able to set aside enough money for retirement considering the limited amount of contributions that can be made to a 401K plan?
  • Survivor Income
    • Will your spouse and beneficiaries be able to maintain their desired standard of living after your death?
  • Business protection
    • In the event of a death, resignation of a key employee or a future change in management, would your business be as successful as it is today?
  • Income Protection
    • Upon an accident or severe illness, would you be able to meet present financial obligations based on your expected income during that stressful time?

Your employees:

  • Retirement plans
  • Group benefits
  • Key employee benefits

Your life:

  • Business owner strategies
  • Disability income planning
  • Legacy and estate planning