Business Services
Qualified Retirement Planning​
We help business owners provide retirement plans for their employees. As experts in investments and qualified plan designs, we’ll work closely with the plan trustees to build and maintain your qualified plan to ensure that it accomplishes your goals. On the personal level, we’ll work directly with your participants to build financial plans to meet their unique objectives.
Employee Benefits​
Employee benefits are an important investment in the growth of a business. Attracting and retaining talent is often critical to an organization’s success, and balancing plan design and plan costs is an increasing challenge in an ever-changing landscape.
Succession Planning
Whether it’s a few years from now or decades away. There will come a day when you leave your business. To ensure your business passes successfully to the next generation it is important to begin planning now. The best plans are often ones that occur over multiple years. Not only will the correct success plan help guarantee that your business passes on to the correct individuals, but it can also offer valuable benefits today. When you have a succession plan in place, banks, clients, and suppliers have greater confidence in the long-term stability of your business.
Non-Qualified Planning​
Non-qualified benefits are for owners and key employees. As the owner of a closely held business, you may already offer and participate in a qualified plan. While qualified plans such as SEP’s and 401k’s offer significant tax advantages, there are rules governing contribution limits, minimum distributions, early withdrawals and minimum vesting amounts. You can, however, supplement the compensation for key employees who may be limited by participating in qualified programs. Utilizing solutions such as- executive retirement plans, executive deferred compensation plans, or bonus plans.