Corporate

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.


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Financial planning for you, your business and your employees

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.

 

Contact us for a free consultation and building for tomorrow.