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Business Solutions

If you are a small business owner, self-employed individual, or key contact at a non-profit, we can assist you and your organization with the selection and installation of important employee benefits options, such as: Small Business Retirement Plans, Short and Long-Term Disability Insurance, Group Life Insurance and Long-Term Care Insurance. Our practice has worked extensively with a variety of small business organizations and has an extensive network of colleagues and organizations to assist you in designing an employee benefits program that is ideally suited for your current needs and for the vision you have for your business success.

Working closely with your legal and tax advisors, we can help you reach your business and estate planning goals with solutions that will help to maximize your personal benefits, provide creative benefits solutions to help recruit and retain employees, protect against the loss of key employees and create ownership succession strategies. These strategies can help you grow your business and transfer wealth to future generations. Once your customized strategy is in place, we continue to support you by conducting ongoing reviews to help ensure that your plan is on track.

Employee Benefits Products

Disability Income Insurance
Voluntary Benefits
Sponsored Group Long Term Care Insurance
Educational Lunch-and-Learn Workshops

Executive Benefit Design

Deferred Compensation
Split Dollar / Bonus Plans
Supplemental Executive Retirement Plans
Corporate-Owned Life Insurance

Tax-Qualified Retirement Plans

Profit Sharing Plans
Defined Benefit Plans

Business Continuation Strategies

Business Loan Protection
Business Overhead Insurance
Disability Buyout
Buy-Sell Arrangements
Key Employee Insurance