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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

Group Medical Insurance

  • Preferred Provider
  • Traditional Medical
  • Health Savings Accounts

Retirement Plans

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

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