Business & Employee Benefits

It is vitally important that businesses of all sizes plan for the future. Whether you are a sole proprietor, partnership, LLC, S-Corp or a C-corp, it is necessary to plan for both the expected and unexpected that life can bring. Below are strategies that business owners may want to consider.

Group Insurance Benefits

  • Medical 
  • Dental  
  • Life
  • Disability
  • Voluntarily Benefits​​

​​Retirement Planning Strategies

  • 401 (K) Plans
  • Pension/Profit Sharing Plans
  • SEP - Simplified Employee Pension
  • IRA's
  • ESOP - Employee Stock Ownership Plan
  • SERP - Non-qualified Supplemental Executive Retirement Plan
  • Non-qualified Deferred Compensation

​​Business Planning Strategies

  • Key Person Life Insurance
  • Disability Income Insurance
  • Business Overhead Expense
  • Buy-Sell Funding
  • Business Succession/Continuation Planning
  • Executive Benefits

For more information please contact: