The owners of closely-held businesses face unique challenges at every stage along the way. We work with our business-owner clients to design and, where appropriate, fund strategies that inclu
In addition to retirement plans, we also offer group benefits plans, including group life insurance, long-term disability and long-term care plans.
In a fee-based financial planning relationship, we’ll work with you to create a plan tailored specifically to your unique situation, touching on all facets of your financial world. You are provided with a written, compressive plan, complete with customized recommendations and in-depth, thorough
Having solid strategies in place to help you prepare for the unexpected only enhances your financial health.
Identifying an effective gifting strategy is important for both you and for the charity you support.
We also work with our business owner clients to help facilitate their companies’ retirement plans. They can include 401(k) and other defined-contributions plans, as well as defined benefit and deferred-compensation plans. We work with both start-up plans and established, high-balance retirement