01. Retirement Plans
& Group Insurance

Creating a new retirement and group plan, or servicing an existing one, can seem daunting. We have the solutions, experience and service to help.

  • 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Profit Sharing Plans
  • 403(b) Plans
  • ESOPs
  • Pension Plans

  • Life
  • AD&D
  • Short Term Disability
  • Long Term Disability
  • Dental
  • Vision
  • Health

02. Exit & Succession

It’s easy to think that you’ll have plenty of time to prepare for a transition in business ownership. But time can go by faster than you think. There are many events — both planned and unplanned — that could change the business (retirement, dissolution, death, disability, divorce and termination).

  • Buy-Sell Review
  • Buy-Sell Funding
  • ESOP
  • Transfer Strategies
  • Exit Strategies

03. Business

A disability or loss of a valuable employee can be expensive and negatively impact the value of your business. Finding a replacement can create a financial burden, and put your business at risk. We can help by providing:

  • Buy-sell Funding
  • Key Employee Insurance
  • Overhead Expense Insurance
  • ESOP Repurchase

04. Key Employee

Oftentimes, the most valuable assets of any business are the key people who contribute most to its success. We have solutions that can help retain and reward them. We bring solutions, expertise and service to key employee benefits.

  • Non-qualified Deferred Compensation
  • Compensation Design
  • Executive Bonus Plans
  • Split Dollar Life Insurance

We can help.

Contact Us