You are your business
and your business is you.

Allow us to manage your employee benefit plans and the costs associated with them.

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short-Term and Long-Term Disability Plans
  • Qualified and Non-Qualified Retirement Plans
  • Voluntary Plans

Help you to protect and grow your business.

  • Key Person Insurance
  • Buy-Sell Agreements and Business Succession Planning
  • Exit planning
  • Tax-advantaged accumulation plans for yourself and key employees
  • Tax deductible Long-Term Care insurance*

Why should you choose to do business with us?

  • We’ve been assisting small business owners and their families to achieve financial security since 1985.
  • We understand that every business is unique and will provide creative financial solutions to address your business needs.
  • Your business may be your largest asset in addition to real estate, qualified retirement accounts, and other non-qualified investments.
  • As a small business owner you are your business and your business is you in that often times it’s hard for a small business owner to separate their personal and business finances. Let us help you utilize your business in a tax-advantaged way to accumulate wealth outside your business.
  • We can help you to understand/plan your options when it comes to an exit strategy.

Whether you are a startup business, managing an established business or looking to potentially transition out, we can assist you.

PDF of Business Valuation and Planning Questionnaire:
Business Fact Finder (PDF)

You are your business and your business is you.

*As an individual long-term care premiums along with other medical expenses are considered tax deductible if they exceed 10% of your adjusted gross income (7.5% for 65 and older).
As a business owner, or self-employed individual they can deduct 100% of long-term care premiums up to the 2019 eligible premium.  See our Long Term Care page for the deduction amounts.

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