We provide comprehensive financial services for business owners and their employees. Ranging from Employee Benefits, 401(k) and Pension Plans to Business Transition and Exit Planning, our experts work closely with business owners to provide tax-aware and cost-effective solutions to service their needs.
Corporate Retirement Plan Strategy Design
Specialized plan design strategies to maximize tax savings and minimize administrative burden coordinated with third-party and tax professionals
Key-Employee compensation and retention
Strategies for executives to defer income taxes on their earnings as well as for Employers to reward and retain key talent
Business Succession Planning
Single owner businesses, as well as, multi-partner entities need a fluid succession plan to maintain continuity. The loss of a partner or the sale of a business both require a strategy for valuation and funding
Buy / Sell Strategies
Single owner businesses, as well as, multi-partner entities need a fluid succession plan to maintain continuity. The loss of a partner or the sale of a business both require a strategy for valuation and funding
Insurance Solutions
Insurance usage takes many forms and needs evolve as we age. Clients needing income replacement may eventually need estate preservation. Insurance can be a powerful and tax-efficient tool for clients, their business interest and heirs.
Investment Opportunities
Unique investment opportunities offer everything from non-correlated returns to tax incentives.