Services
Our Services
Helping business owners protect, preserve and pursue more value from their business, more tax efficiently! ®
Business Services:
- Business Planning
- Benefits Assessment
- Business Continuity and Succession Planning
- Key Employee Protection
- Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.)
- Non-qualified Executive Benefits (i.e., deferred compensation)
- Business Life Insurance
- Salary Continuation and Disability Income Insurance
- Estate Planning Services
- Legacy Planning Services
- Access and CPE Seminars for Professional Advisors
Services with Other Advisors:
- Buy-Sell and Cross-Purchase Agreements
- Trust Services
- Business and Personal Tax Planning
- Third-Party Administration
Services with Strategic Alliances:
- Business Valuations
- Key Employee Assessment
- Merger and Acquisition Advice and Planning