Broker Check

For Businesses

Executives and business owners have concerns specific to their role as a business leader. Group benefits are critical for attracting and retaining talented employees. In addition, taxation, cost and protecting the business and key members must also be considered. We have extensive experience in these areas and can bring creative solutions to the table for your consideration.

Group Retirement

Retirement plans are highly valued by employees. The cost for offering this benefit may be much less than you believe. Whether you want to start a plan, or you want us to provide the service on your existing plan, we provide a high level of education both for you and your employees. We will also help determine which type of group retirement plan best meets your needs.

  • 401k
  • 403b
  • SEP
  • Profit Sharing
  • ESOP

Buy-Sell Planning

Buy-Sell arrangements are an effective way for business owners to plan for the orderly transfer of business interests when there are two or more owners who are actively involved in the business. In addition to securing the needs of the surviving family members and ensuring the continuation of the business, a buy-sell arrangement also ensures each owner that there is a buyer for their business interest at a fair price.

Executive Compensation

Whether it is the business owner, a highly compensated employee or a key employee, there are many ways to provide compensation packages to meet a variety of objectives.

Group Insurance Benefits

Group insurance benefits are a key way to attract and retain quality employees. It can also be very expensive and very confusing. We have extensive experience designing benefit plans to best meet your needs and work with dozens of major insurance carriers. We will work with you to navigate the options and build an effective benefit plan for your business.

  • Medical insurance
  • Dental insurance
  • Life insurance
  • Short term and long term disability

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