Financial Services Solutions

Business Financial Solutions

Our agency specializes in Financial Solutions for businesses. We help privately held companies with a variety of issues, including:

• Business Succession Planning
• Life & Disability Buyout Funding
• Key Employee Protection & Retention
• Executive Long Term Care plans
• Taxed-Advantaged Disability plans
  

Personal Financial Solutions

We work with qualified individuals and families to create and implement customized plans, which address a variety of areas, including:

• Retirement Solutions
• Education Funding
• Life, Disability, & Long Term Healthcare
• Estate Planning
  

Benefits

Executive Benefits

Executive “carve out” benefits often create a way for privately held companies to reward their best employees (including business owners).

We work with business owners to create:

• Deferred Compensation Plans
• Executive Bonus Plans
• Tax-Advantaged Disability Plans
• Supplemental Executive Retirement Plans
  

Group Benefits

As companies compete for talent in a tough employment market, they often find that they can attract and retain the best people with solid benefit plans.

We work with clients to create and service plans in the following areas:

• Group Life
• Group Health
• Group Disability
• Group Long Term Care
  

Retirement Solutions

We specialize in retirement plans.  We assist businesses with plan design, fiduciary responsibilities, employee education, and plan communication.  We focus on improving investment options and returns, as well as reducing plan administration expenses & fees. 

• 401(k) Plans
• Solo (k) Plans
• Profit Sharing Plans
• Simple IRA Plans
• Non-Qualified Plans
• Defined Benefit Plans