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Financial Planning for Your Business


Are you a Solo Entrepreneur or in a Partnership? Your business may not be ready for the full commitment of a 401(K) plan and a SEP IRA may be a good solution! A SEP IRA is short for: Simplified Employer Pension plan and it's a great pre-tax savings tool without the annual administrative costs of a 401(K). The contribution limits are also greater than that of a Traditional IRA.  These plans are simple to maintain. Contact us to discuss if this retirement savings vehicle is what your business and retirement needs!


Group retirement plans that can be pre-tax and have a ROTH savings feature too. Qualified retirement plans are a great way to attract and retain employees. We work with business owners to either set up a plan that meets the company’s goals and vision, OR review a plan that is currently in place to see if we can add value! Often, we’re able to enhance the plan service options that may be more in line with how the companies changed over time. We also constantly audit plans to see if fees can be lowered!

Schedule a Group Retirement Meeting

Supplemental Disability Insurance 

Supplemental disability insurance can be offered to groups as a guaranteed issue of 25 people or more, or as a voluntary supplant plan to group disability insurance already provided by the company! This is a great way to make sure that employees have full coverage for anything the group plan may fall short on. Often if group disability is taxable, this can help cover that gap, or protect bonus and commission checks! Everyone and every company is different, so talk to us about how this can work for you!

Schedule A Meeting about Supplemental Disability Insurance

Group Whole Life 

This is a great solution for companies looking for a rich portable benefit for employees as an alternative or added benefit to the traditional group term insurance. This is for you if your company has more than 50 employees.

Schedule a Meeting about Group Whole Life

Executive/Key Employee Benefit Planning

Looking to provide additional benefits or compensation to your Key employees without having to follow ERISA guidelines or rules that apply to everyone? We can custom tailor strategies for the people you want to reward and talk about what may be an effective strategy!

Schedule a Meeting about Executive/Key Employee Benefit Planning

Buy-Sell Funding

In business with a partner(s)? You should have a legal document that talks about a buy-sell strategy in the event of death, disability, divorce or retirement. Often, if one of the owners in a company dies or is disabled it creates financial strain on a company and funding this can be imperative to future operations. We have years of experience and resources to find solutions to fund gaps you don’t want exposure too!

Schedule a Meeting about Buy-Sell Funding

Exit Strategy Planning 

If you aren’t planning on working until you die and you want to make sure there’s an effective business transition, exit or succession for you, it’s a good idea to have a solid plan in place -years in advance! Of course, things change and all plans should have a level of flexibility, however the sooner you start down the road for this, the greater chance of success.

Schedule a Meeting about Exit Strategy Planning