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Businesses & Corporations

How do you retain 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, comprehensive 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 experienced team of financial 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.

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?

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

A carefully developed succession plan will help you prepare for these possibilities. So you can engineer a smooth transition of your 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.

Key Person Protection

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.

Our approach is to find the best solution to help meet your financial needs. As a result, we are able to provide recommendations based solely on finding the best solution for you. Our goal is to be your trusted partner, we do not have any proprietary products to sell and will 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 plan for the future of your business, so you can get back to focusing on important items: maintaining your operations, minimizing financial disruptions, and working toward your other succession planning goals.

To learn more about our services or to schedule an appointment: