Broker Check

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
  • Simple IRA
  • Profit sharing plans
  • Cash balance plans
  • Defined benefit plans
  • Non-qualified deferred compensation plans