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Business Planning

While you are focused on your clients, we are focused on you and your bottom line. We work with business owners to help them find the right combination of solutions to increase the value of their business and retain employees. This often complex and daunting task is made simple by our expert advisors. We will help you take the guesswork out of providing employee and/or executive benefits including:

Client Centered

Executive Benefits

  • Key Person Planning
  • Qualified Retirement Plans
  • Deferred Compensation Planning

Exit Planning

  • Buy-Sell and Succession Planning

Employee Benefits

  • Major Medical
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration