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Businesses & Corporations

How do you keep your key executives and most valuable employees? How do you turn your benefits into a competitive advantage? How do you engineer a smooth transition for your business when you’re ready to step away from your ownership role? We can help you find the answers by using our experience, resources and our practical, holistic approach to business planning.

  • Retirement Planning

    Whether you’re running a commercial enterprise, a small business, or a community organization, it’s important to provide a competitive retirement plan designed to help you attract and retain top-level talent.

    Our team of experienced professionals can help you develop a retirement plan that meets the needs of your employees and helps you pursue your strategic goals.

    We have resources that can help you keep up with all the constantly changing regulations that make retirement planning so challenging for businesses and corporations today.

    Whether you need a sophisticated 401(k) or a simple IRA, you can count on us to design a comprehensive strategy with the following key components:

    • Wide range of investment options
    • Educational tools
    • Competitive pricing

    With our assistance, you can design, implement and manage a retirement program that will help you attract top talent, keep your best and brightest employees, and pursue the stability you need to succeed.

    Of course, you will also make an invaluable contribution to your employees by helping them prepare for retirement and work toward their long-term financial goals.

    We look forward to helping you develop a sound retirement plan that works for you, your business, and your employees.

  • Succession Planning

    Succession planning is essential for every organization. But it’s especially challenging for a family business.

    What happens to the business if you decide to retire? What happens if a member of the ownership team dies unexpectedly? 

    A carefully developed succession plan will help you prepare for these possibilities. So you can engineer a smooth transition of the business to the next owner, partners, or ownership group.

    If you’re ready to start planning for the future of your business, talk with our experienced professionals today. We can help you develop a customized succession plan to address these and other goals. 

    • If a member of the ownership group dies, it will help you make sure that there are sufficient assets available to cover the deceased’s share of the business.
    • It will facilitate a more timely settlement of the deceased’s estate.
    • Last but not least, it will help the new owners resolve cash flow problems and eliminate the need to liquidate assets in the aftermath of the previous owner’s retirement, death, or departure.

    We look forward to helping you plan for the future of your business. So you can minimize financial disruptions and work toward your other succession planning goals.

  • Key Person

    Losing a key employee to an untimely death or disability can have a catastrophic effect on your business. 

    That’s why it’s important to develop a comprehensive financial plan for your business that includes Key Person Insurance.

    With the right plan and coverage, you can maintain your operations and minimize disruptions even when an unexpected event takes an ‘irreplaceable’ employee away from your team.

    Our experienced professionals have the expertise and resources to help you analyze your situation and develop a sound strategy to protect your business from the unexpected loss of a key executive or employee.

    Here’s something else you’ll appreciate about our approach. We do not have any proprietary products to sell or obligations to product manufacturers. 

    As a result, we are able to provide objective recommendations based solely on finding the best solution for you. 

    You can also count on us to search the market for the insurance or investment product suited to pursue your goals and meet the needs of your business.

    We look forward to helping you find the right solution for Key Person Insurance. So you can maintain your operations and prevent disruption in the case of an untimely loss.

To learn more or to schedule an appointment: