Our Services
Traditional Employee Benefit Plans
Getting the most out of your employee benefits? Our team has over 60 years of combined experience in helping business owners design and communicate their group and retirement plans in a way to help employees understand and appreciate the value and benefit of the investment you've made in them.
Key Employee Retention and Retirement
We can show you a variety of creative strategies to help provide additonal benefits to key employees.
Key Person Protection
When a business loses a key employee to death or total disability, the impact can be devastating. We can help ‘protect’ the business by providing funds* for the business to invest in the people or processes necessary to get you through an already difficult time.
Business Succession
Many small businesses will change hands over the next 10-15 years as Baby Boomers reach retirement age. Whether your desire is to transition your company to a family member, sell to existing employees, or position to sell to an outside buyer, we can help.
Business Owner Legacy and Estate Planning
Many business owners reach retirement age with ‘the business’ likely representing a large share of their personal wealth. In additional to helping you monetize your business through exit planning, we can also help you incorporate the business value into your estate and legacy planning.
Contact us today for a complimentary consultation
*Disability insurance has limitations and exclusions.