For Companies

The owners of small- and medium-sized businesses are constantly faced with the problems of growing their business and distinguishing themselves from the competition. As small business owners ourselves, we face the same challenges. To help managers focus on what they do best, we help business owners address two of the more pressing issues they face: succession planning and employee benefits.

All business owners must address how they will separate from their companies. Incorporating business and personal goals, we work with business owners to develop a strategy to ensure separation on their terms. The effort needed to build a business is too great to leave succession planning to chance. Together we will look at such issues as buy-sell arrangements, ownership transfer, and estate planning. 

Attracting and retaining quality employees is a fundamental factor in predicting the success of a business. We work with business owners to review and/or develop retirement plans for employees. Part of this review includes fiduciary responsibilities, ensuring appropriate plan design, and creating a corporate Investment Policy Statement (IPS). The IPS guides the management of the retirement plan and how the plan will be monitored. We also provide customized financial services to employees.

Employee Benefits – Retirement Planning

  • Profit Sharing
  • 401(k) Plans
  • Defined Benefit Plans
  • SIMPLE IRAs
  • SEP IRAs