Corporate Solutions

Our Business is Keeping an Eye on Your Business 

We work closely with our corporate clients to create effective employee benefits packages designed to attract and retain top industry talent.  

Managing 401k plans presents a myriad of challenges for executives. We help to create repeatable review processes designed to mitigate fiduciary liability and save time.    

Employees of our corporate 401k clients have year-round access to our team of CERTIFIED FINANCIAL PLANNER™ professionals who are available to answer their personal finance questions. This helps to alleviate financial anxiety among your workforce, while helping to create successful retirement outcomes for your employees.  

Our closely held business clients rely on us for advice around succession planning and asset protection. Our expertise lies at the intersection of personal financial planning and corporate benefits.  




Attract & Retain Talent

Retirement Plans

• 401(k)- Profit Sharing


• 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


Reward Key Employees

• Financial Planning for Key Employees

• Non Qualified Selective Benefits

• Deferred Compensation Plans

• Estate Plan Integration

• Executive Bonus Plans

• Split Dollar Arrangements


Protect Your Business

• Business Succession Planning

• Buy Sell Strategies

• Key Person Insurance

• Estate Plan Integration


Protect Your Staff

Group Insurance

• Health

• Short and Long Term Disability

• Life and AD&D - Long Term care

• Dental

• HSA, HRA and FSA Plans

• Discounted Voluntary Benefits