Business Planning

You built your business to be a source of value, now is the time to review the financial tools that can help provide further enrichment

Innovative and insightful use of financial tools can be enough to protect your business from life’s “what ifs.” A well designed Business Continuation Plan can insure that your legacy will go on. If your business was founded with the visions of two partners or more, a well structure and funded Buy-Sell agreement could be an invaluable tool to safeguard an equitable settlement should you or any of the partners become disable or die while protecting your legacy for your family.

Business Pension and Retirement Planning

The New Generation of Business Retirement Plans are easy to stablish and more owner friendly. Weather you wish to provide retirement benefits to just a few or your entire organization we can help. Plans like a Non-Qualified Deferred compensation, a New Comparability Profit Sharing or a Safe Harbor 401(k), are just a few examples of what we can provide.