Corporate Services We Offer

Here is a list of some of the comprehensive business services that we offer for our corporate clients.

Retirement Plans

• Defined Benefit (pension, 412(i))
• Defined Contribution (SEP, SIMPLE, 401(k), Profit Sharing)
• Retirement plans focusing on larger contributions to owners and key employees
• Fiduciary- we legally act as a fiduciary and in the best interest of your employees
• Individual counseling – for retiring employees

Insurances

• Long Term Care
• Disability
• Medical
• Life
• Voluntary
• Flexible Spending Accounts

Business Continuation & Executive Compensation Programs

• Buy Sell funding programs
• Succession Planning Counseling
• Key Man Retention Programs
  • Supplemental Executive Retirement Plans
  • Deferred Compensation
  • 162 Controlled Bonus
  • Split Dollar
• Key Man Insurance programs

Personal Financial Planning

• For business owners and key executives
• Estate planning
• Investments and personal insurance
• Insurance, risk analysis, and risk evaluation
• Tax planning and tax reduction strategies
• Coordination with your other professional advisors
• Intergenerational wealth transfer strategies
• Charitable giving