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Services for Business Owners

We address the needs and goals of business owners and their executives and employees through customized compensation and benefit plan designs that fit within each client’s unique culture and business environment. These services often include:

  • Entity Planning
  • All Defined Contribution Plans including SIMPLEs, SEPs, 401ks and Profit-Sharing Plans
  • Defined Benefit Pension Plans
  • 409(a) Deferred Compensation Plans (DCPs)
  • Supplemental Executive Retirement Plans (SERPs)
  • Buy/Sell Planning & Key Man Life Insurance
  • Business Continuation Planning
  • Chief Financial Officer Outsourcing services

We want to help you put all the pieces of the financial planning puzzle together.