Our Services

When working with businesses we primarily focus on three areas:

Employee Benefit Planning - Establish benefit plans that are competitive with large company plans yet affordable for the small business.

 • Selective Benefit Planning - Assisting owners and executives of small companies in setting up tax-favored selective compensation plans.

Business Protection Planning - Identifying areas of business risk, including the untimely death or disability of an owner or executive.

When working with individuals, we:

• Will help you establish financial goals that are important in your life.

• Will help you create a financial plan to help you seek those goals.

• Will execute, and review as required, your plan to keep you on course for pursuing your goals.