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with you every step of the way

Business Financial Planning

Business Financial Planning


HOW WE HELP

Business Succession Planning

  • Buy / sell agreements and exit strategies
  • Key person insurance
  • Business valuation support
  • Disability buyout arrangements
  • Inheritance and estate considerations

Executive Compensation Strategies

  • Non-qualified deferred compensation
  • Executive bonus
  • Split Dollar Plans

Qualified Retirement Plans

  • 401(k) / profit sharing plan design and installation
  • SEP IRAs, SIMPLE IRAs
  • Cash Balance and Defined Benefits Plans



Retirement Plan Advisory Group (RPAG)

We understand that as a sponsor and fiduciary to your company’s 401(k) plan, you have a responsibility to help ensure plan performance and success. To assist you at the highest level possible, we utilize Retirement Plan Advisory Group (RPAG), a national alliance of independent advisors. Together, we share a common purpose – to serve the retirement goals of qualified and nonqualified retirement plan clients alike. We are committed to providing independent investment analysis and staying on top of your fiduciary responsibility. With the tools available through RPAG, we aim to help you improve plan value by evaluating investments and recommending fund additions, subtractions, and replacements.