Business Planning Services

Business protection and corporate risk management

• Key person protection (life and disability)
• Pension risk transfer

Employee benefits

• Defined contribution plans (401(k), 403(b))
• Defined benefit and pension plans
• Group insurance (life, disability, health*, vision, dental)
• Financial wellness
• Personal financial planning

Key executive benefit and retention strategies

• Bonus and reward plans
• Non-qualified deferred compensation plans

Exit and succession planning

• Buy-sell review and informal business valuation
• Business transfer and succession strategies (ESOP, etc.)
• Legacy and estate planning
• Business owner retirement planning