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.