Our Role

What make us different?

It’s our personalized approach to helping you build, maintain, and protect your assets. Our full range of products and services, and our relationships with some of the most respected financial services companies in the marketplace. The truth is, it’s all of these — backed by our commitment to maintain our relationship with you. For more on how we can help you achieve your financial goals, please contact us today.

Financial Solutions for You and Your Business

Working closely with your legal and tax advisors, we can help you reach your business and estate planning goals with solutions that will help to maximize your personal benefits, provide the benefits that will help recruit and retain employees, protect against the loss of key employees, and create ownership succession strategies. These solutions can help build your business and transfer wealth to future generations. Once your customized plan is in place, we continue to support you by conducting ongoing reviews to ensure that the plan is on track.

  • Retirement Planning — Qualified plans can help owners and employees build financial independence. Some examples are 401(k), pension, profit sharing, SIMPLE, and Defined Benefit plans.
  • Executive Compensation Strategies — We design supplemental pension, deferred compensation, executive bonus, and other retirement and incentive compensation programs. These programs motivate key people with financial incentives that enhance employee retention.
  • Employee Benefits — We can help you create the employee benefits package that’s right for your business, including disability income insurance, long term care insurance, group medical, group dental, employee voluntary plans, and cafeteria plans.
  • Educational Services — We can conduct seminars for your employees on their retirement packages. And as a value-added service, we can offer educational seminars on a variety of financial topics. Key Person Insurance—The death or disability of a key employee can create serious problems for a business. We can help you protect against this loss.
  • Business Succession Planning — Our succession strategies can be catered to your wealth transfer objectives. We can provide life insurance and disability income insurance funding for a Buy-Sell Agreement to provide for the orderly disposition of a closely held business if an owner dies, becomes disabled, or sells. For family business owners, we identify alternative strategies to equalize estate assets among all children—whether they’re active or inactive in the family business.

For family business owners, we identify alternative strategies to equalize estate assets among all children— whether they’re active or inactive in the family business.