As a business owner, are you putting away as much money as you'd like?  Are you taking advantage of all the tax-reducing incentives available to you?

 

You take care of the business; we'll take care of you.

Working with business owners throughout all stages of the business cycle - from start-up to succession - our experience in advanced business planning solutions, as well as our vast network of attorneys and accountants, can help you build and implement the foundation to grow and protect the value of your business for years to come.

 

Business Planning Solutions include, but are not limited to...

 

EXECUTIVE LEVEL PLANNING

  • Owner/Executive-specific Bonus Plans

  • Supplemental Benefit Packages

  • Key-Person Insurance

 

COMPANY RETIREMENT PLANS

  • 401(k), 403(b), SEP, SIMPLE IRA

  • Non-Qualified Deferred Compensation

  • Pension Plans, Profit Sharing Plans

  • Customized, On-Site Employee Workshops

 

BUSINESS CONTINUATION PLANNING

  • But/Sell Planning and Funding