Business Planning

Effective financial strategies for small businesses.

Helping you navigate the complexities of running a successful business.

Buy/Sell Strategies

Get a written agreement between the partners or shareholders of the business specifying buy out provisions caused by such things as death, disability, divorce, bankruptcy, voluntary termination, company dissolution, etc.

Business Succession Planning

Don’t let the unexpected or tragedy catch you off guard. Let’s set up a worry free, tax efficient way to transfer your business to family or employees.

Executive Compensation

Attract and retain key leadership for your company with an attractive executive compensation plan. We’ll help walk you through the options to make the right choice for your business.

Employee Benefits

Crafting the right benefit package with quality, yet affordable health care coverage is one of the top challenges for today’s employers. We can help you not only evaluate and design a great benefit plan, but also administer it for you, even assisting with the employer claims filing procedure.

Risk Management

Protect your business from the unexpected. We’ll conduct a financial security analysis to determine the appropriate protection for your company and key employees, then recommend an affordable and effective risk management plan that includes life and disability insurance designed for you.

Set your business up for success with strategic financial plans that build wealth and legacy.