Broker Check

Business Planning


How would the death, retirement or disability of one of the employees or owners impact the success and progression of your organization and its various stakeholders?

We partner with business owners and executives to address unique financial issues that can impact growth and stability, including corporate financial planning, risk management assessments, employee benefit plans that support recruitment and retention.


  • Business succession 

It is import to understand business succession risks, concerns and objectives is the first step. We will work with you and your advisors to develop and implement strategies and solutions that meet your goals.

  • Executive benefits 

We provide guidance in identifying and implementing special benefit plans that support your strategies to help recruit and retain your key employees.

  • Corporate financial planning services 

Providing employer-sponsored financial planning services for owners and key employees can be a valuable employee benefit. It provides the opportunity to help your key employees with their financial confidence. It also helps to strengthen the relationship with your top employees.

  • Managing risk 

We help you to identify the risk associated with death, disability and retirement of your key employees. Many times it impacts more than you think. We create solutions to manage the impact of that risk.

  • Retirement planning 

We help assist you  identifying the type of retirement plans that are appropriate for you. This includes 401(k) plans, profit-sharing plans, Simple IRA plans and other specialized plans.