For Small Business Owners

As a business owner, you have worked diligently to grow your company.  You face opportunities and challenges that are unique and require careful planning.  Are you maximizing your tax benefits available to you?  How will you transition your business to the next generation to maximize value and maintain your customer relationships you have developed over decades.  We understand many of your concerns, and can ask the right questions that will get the answers to help you grow and protect your business.  Our services for small business owners include:
401(k)
and other Employer Retirement Plans

Succession Planning

Key-Person Insurance

Executive
Bonus Plans

Group Life/Disability