Broker Check

Business Owners

Running a business can be all-consuming, leaving little time to plan for your financial future and that of your business. We are here to help you make sound financial decisions that benefit both dimensions of your life.

We can help with:

  • Tax planning strategies you can implement in coordination with your accounting professional to provide the greatest tax benefit to both the business to you as the owner
  • Optimization of retirement benefits for you and your employees
  • Life insurance strategies
  • Business insurance
  • Plans for business transition, whether purchasing or selling a business
  • Transition navigation
  • Contingency planning
  • Post-transition investment strategy

The good news? Our team of professionals are well-equipped to help you select and execute your company’s retirement plan.

Retirement Plans

  • 401k defined contribution
  • Defined benefit pension plans
  • Profit sharing plans
  • Cash balance pension plans
  • SEP IRA retirement plan
  • Vendor bench-marking

Plan Services

  • Plan design analysis
  • Investment policy creation
  • Investment analysis & selection
  • Fiduciary risk monitoring
  • Investment committee management
  • Plan fee and expenses disclosure
  • Vendor bench-marking

Participant Services

  • Educational enrollment meetings
  • Retirement readiness assessment
  • Customized participant education

Tell Us How We Can Help You Today

Thank you!