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Business Clients

We work with businesses to determine how they can pursue their strategic goals and objectives. Once the Vision and Objectives of a business have been set, we can then create a Business Plan to attempt to accomplish the above. This plan will describe each of the activities, resources, equipment and materials that will be needed to assist them in the pursuit of their objectives, as well as the timeframes involved.

Qualified Plans

  • 401k Startups and Takeovers
  • 457 plans
  • 403b Plans for Non Profits, Teachers and Churches
  • Simplified Employee Pension (SEP) Plan
  • Savings Incentive Match Plan for Employees Individual Retirement Account (SIMPLE IRA)

Group Benefits

  • Identify what benefits are going to be provided to employees
  • Disability
  • Long Term Care (LTC)
  • Life Insurance
  • Medical Plans
  • Dental Plans
  • Accidental Death and Dismemberment (AD&D)

Business Planning

  • Determine a value for the business
  • Determine the value of each Key Employee
  • Calculate the total cost to replace each Key Employee
  • Creating a succession plan for the business and the funding of the plan
  • Creating a Buy/Sell Agreement to cover the death, disability or retirement of the owners

Performing Business Planning is critical to the success of any organization. It provides the organization stability by confirming that the objectives set are achievable from a financial point of view and provides a carefully constructed blueprint for the business to pursue.

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