Solutions for Business Owners

Retirement Plans

From plan design assistance and investment product recommendations to employee education, we are here to assist our business clients in the design and implementation of employee retirement plans to suit the specific needs of their group. Plan designs range from 401k Plans, Profit Sharing, Defined Benefit Plans to ESOP's and Non-Qualified Deferred Compensation Plans.

Risk Management Strategies

The closely held business owner has unique risks. We guide our clients through a risk identification process and provide education on strategies to help eliminate the impact on our client’s goals.

Buy-Sell Strategies

We assist the business owner(s) with strategies for buy-sell agreements and support the funding implementation.

Business Owner Exit Strategies

For many owners of small or closely held businesses, realizing a retirement goal means selling their business. Oftentimes, the business is the largest single asset in his or her portfolio. Long range planning to help ensure the funding is available to the designated buyer can mean an on-time retirement. We assist in evaluating viable strategies and implementation support.