For Businesses and Corporations

We help businesses address a wide range of financial services needs through strategies and solutions in the following areas:

Employee and Executive Benefits Planning

Group health insurance
Group disability income insurance
Supplemental disability income insurance
Group life insurance
Key person insurance
Business overhead insurance
Buy-sell arrangements

Retirement Plans

Traditional 401k
Safe Harbor 401k
Individual 401k
SEP IRA
Simple IRA
Profit sharing plans
Cash balance plans
Defined benefit plans
Non-qualified deferred compensation plans