SERVICES FOR BUSINESSES

Retirement Plans

We specialize in small business 401(k) plans and other retirement vehicles for individual proprietors. Let’s talk about where we can help to create a retirement plan for your business or make your current one more efficient.

Business Succession Plans

Far too many small businesses do not have a viable plan in case a partner or key employee is no longer with the business through death or disability. Use our experience to help you build a plan.

Corporate Investment

In todays low rate environment, are you allocating your money in a way that is beneficial to your business? We can help to put that money to work for your benefit.

Benefits

We can guide you in putting together group voluntary benefits, such as life or disability income insurance, for your business.