Financial Strategies for You and Your Business


As a business owner, you know the meaning of risk and hard work. If you also support a family, you know what it is like to occasionally accomplish the impossible. Our process in working with business owners is to coordinate with your legal and tax advisors to help you reach your business and estate intentions. Our strategies help you maximize your personal benefits, provide benefits that can attract and retain employees, protect against the loss of key employees, and create ownership succession strategies.


Retirement Funding Strategies

Qualified Plans:

  • 401(k)s, Pension, Profit Sharing, SIMPLE IRAs, SEPs and Defined Benefit Plans


Educational Workshops

We come to your workplace and offer a valuable benefit to your employees. These workshops can be put on during lunch, after work or at any time convenient for your business. We have over 20 topics including:

  • Solving Retirement; How to Become a Successful Investor; 10 Proven Financial Strategies


Business Planning and Succession Strategies

  • Key Employee Insurance, Buy-Sell Agreement Funding, Executive Compensation Strategies