Retirement Plans

We can help you with a variety of solutions for creating an attractive and competitive benefits package – a critical factor in retaining and motivating high-quality employees. From plan implementation and administration to funding, we can help you design a personalized benefits program that meets both the needs of you and your employees, as well as the needs of your business.

Our professionals can help you select an affordable and easy-to-maintain retirement plan that is appropriate for your business. Whether you have one or many employees, we can help you evaluate your needs and choose the most suitable retirement program

We also specialize in business continuation and estate planning for closely-held corporations and businesses. When the time comes to sell your business or pass it on to a family member, we can help you plan for the transition. Proper advance planning may help you reduce tax consequences and can ensure that the transition takes place on your terms.

We can provide consulting services and strategic advice for transitioning your business through a sale, merger, or succession, and help you develop a plan to preserve your assets for future generations.

A business succession plan is designed to help ensure that your business will continue according to your vision. It can also provide strategies to transfer the business to your successors without saddling them with an enormous tax bill.

Your plan can help you make certain the business continues once you step aside, provide income for your retirement, as well as your spouse's, and help minimize the tax liability of the transfer.

We are also a small business, so we understand the challenges that business owners face in both good times and bad. We recognize the importance of growing your business and being innovative to stay one step ahead of your competition and market conditions. Often, a business owner's primary investment is his or her business. We incorporate this understanding and philosophy into our overall approach.