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Business Services

Our Business Planning Services provide consulting for our entrepreneurial clients that cover group benefits for employees, selective compensation programs, and wealth management. This could include Buy-Sell Agreements, Business Continuation Programs and Key Executive Packages.

Group Benefits 

Group Benefits 

  • Financial planning seminars/counseling
  • Employee benefit cost control
  • Group life, health, and disability income insurance
Business Ownership Transference Consultation

Business Ownership Transference Consultation

  • Buy-Sell Funding
    Finding a buyer for your business
  • Stock Redemption
    Insure sale price and funding
  • Recapitalization
    Shift tax liability on future corporate growth
  • Installment Sale
    Amortize your tax liability
  • Private Annuity
    Sell your business to structure lifetime income
  • Shareholder liquidity and capital formation
Selective Compensation Programs 

Selective Compensation Programs 

  • Deferred Compensations & 401(k) Plans
    Shelter income from current taxes
  • Salary Continuation Plans
    Receive tax-free income
  • Split-Dollar Insurance
    Minimize out of pocket costs using corporate leverage
  • Key-Person Insurance
    Help with preventing severe economic loss to business
  • Pension / Profit-Sharing Plans
    Designed to favor owners and key employees
Special Services 

Special Services 

  • Business Valuation
    Assistance in business valuation to facilitate sale or estate tax considerations and incorporation feasibility studies
  • Financial Counseling
    Coordinate all financial goals with fringe benefit analysis, pension fund management selection and evaluation
Wealth Management 

Wealth Management 

  • Employee stock option exercises
  • Alternative investments
  • Restricted and control stock sales
  • Liquidity solutions, hedging strategies
  • Loan advance and credit advance
  • Asset protection
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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