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)