Coordinated, Comprehensive Services for Businesses

Employee Benefits

• Health
• Dental
• Vision
• Life
• Short Term Disability
• Long Term Disability
• Accident
• Critical Illness
• Hospital Indemnity
• Financial Wellness
• Coordinated Personal Plan with Company Benefits
• Benefits Assessment
• Access and CPE Seminars with Professional Advisors

Executive Benefits

• Executive Compensation
• Select Executive Retirement Plans (SERP)
• Non-qualified Executive Benefits (i.e., deferred compensation)
• Key Employee Protection
• Estate Planning Services
• Legacy Planning Services
• Trust Services
• Business and Personal Tax Planning

Company Retirement Plans

• Qualified Retirement Plans (i.e., 401(k)s, IRAs, etc.)
  
  • 401(k)
  • 403(b)
  • 457 (b)
  • 401(a)
  • SEP IRA
  • Simple IRA
  • ESOP
• Pension
• Defined Benefit
• Defined Contribution
• Profit Sharing

Business Exit Succession and Transfer

• Transfer and Exit Planning Strategies
• Key Person Insurance
• Business Continuity
• Business Planning
  
• Buy-Sell and Cross-Purchase Agreements
• Trust Services
• Business and Personal Tax Planning
• Business Valuations
• Key Employee Assessment
• Merger and Acquisition Advice and Planning
• Estate Planning Services
• Legacy Planning Services
• Trust Services