Retirement Plan Development:

- Assessing your business' needs to maximize retirement contributions for owners

- Construct retirement plans to help retain and attract employees

401(k) and Pension Administration:

- Conduct periodic meetings with plan participants

- Help faciliitate employee transactions, such as enrollment, disbursements, loans, etc.

Business Succession Planning:

- Coordinate Buy/Sell agreements for business owners with legal advisors

- Implement funding through life and disabliity insurance policies

- Ensure beneficiaries and owners of insurance policies are consistent with legal documents

Executive Compensation:

- Work closely with business owners to help retain key employees through added benefits

- Strategies include, but are not limiited to: SERPs, RELPs, Stock Options

Employee Benefits:

- Help businesses attract and retain qualified employees through benefit packages

- Benefits include, but are not limited to: retirement plans, health benefits

Insurance Funding:

- Provide insurance services for buy/sell agreeemnt funding

- Construct insurance solutions for protection of key employees, disabilities, death and overhead  expense obligations