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Business Services

Your business has a mission and strategy for its future growth as it relates to your clients, employees, and you the owner. We partner with you to implement the most appropriate benefit programs for you and your employees

Group Benefit Plans

We will offer expert advice concerning all of your group insurance needs, whether medical, dental, life, disability or other ancillary benefits. Our objective approach will help you obtain the most cost effective coverage available.

Retirement Plans

We will help you create a plan that is targeted to meet the unique needs of the owners and the employees.

  • Investment expertise to determine the most appropriate investment vehicles.
  • Regular communications so you and your employees can take full advantage of this very important benefit.
  • Continuous review and updates to keep pace with the ever changing legislative, technological and investment opportunities and regulations.

Executive Compensation

We develop Non-Qualified Deferred Compensation and Key Person insurance plans to help provide your most valuable employees with the additional benefits that are so important to retain them.

Business Continuation

Whether long-term planning for the transition of the company to the next generation, or preparation for unexpected events, we develop the plans needed to ensure that your business will continue its mission.