Businesses

We have always enjoyed the work we've done with small to mid-sized business owners in the areas of Employee and Executive Benefits.

Business Continuity Planning

• Buy/Sell Planning and Funding
• Key Person Life Insurance Plans
• Business Overhead Expense Protection

Executive Benefit Plans

• Deferred compensation Plans
• Salary Continuation Plans
• Split Dollar Arrangements

Retirement Plans

• Pension
• Profit Sharing
• 401(k)
• Single 401(k)
• 403(b)
• 457 (Deferred Compensation) Plans
• Simple IRA and 401(k)
• Simplified Employee Pension (SEP)
• Money Purchase Pension
• Roth 401(k)