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.