Broker Check

Business Solutions

Our corporate clients rely on us for advice on benefit plans for employees, selective benefits for senior executives and business succession planning:Our corporate clients rely on us for advice on benefit plans for employees, selective benefits for senior executives and business succession planning:


Protect Your Business

  • Business Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration

Attract & Retain Talent

Retirement Plans

  • 401(k)- Profit Sharing
  • SEP and SIMPLE IRA
  • 403(b)
  • Defined Benefit

Group Insurance

  • Health
  • Short and Long Term Disability
  • Life and AD&D- Long Term Care
  • Dental
  • HSA, HRA and FSA Plans

Discounted Voluntary Benefits

Financial Planning Workshops

Reward Key Employees

  • Financial Planning for Key Employees
  • Non Qualified Selective Benefits
  • Deferred Compensation Plans
  • Estate Plan Integration
  • Executive Bonus Plans
  • Split Dollar Arrangements