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.  

business.jpg

Services


attract.png

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

 
 
awards.png

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-biz.png

Protect Your Business

• Business Succession Planning

• Buy Sell Strategies

• Key Person Insurance

• Estate Plan Integration

 
 
protect.png

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

Business-Solutions.jpg