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Business and Executive Services

Business Succession Planning

  • Analyze your current estate plan and discuss your concerns
  • Create a roadmap for business partners, heirs and successors to follow in the event of your death, disability or retirement
  • Establish a plan that strives to maximize your estate and minimize your taxes
  • Develop strategies to help protect your business goals and family in the event of losing a business partner or key employee
  • Design charitable plans that will help provide you with a legacy
  • Meet with your attorney

Executive Compensation Planning

  • Analyze your current executive compensation structure
  • Clarify your strategic compensation goals
  • Address the limitations of qualified 401(K) retirement plans for highly compensated employees
  • Develop appropriate strategies to help attract, retain and motivate key executives
  • Implement and administer an appropriate nonqualified executive compensation plan to help meet your needs

Employee Benefits

  • Analyze your current employee benefits program
  • Adjust your employee benefits program using a combination of group 401(K) plan, group medical, life and disability plans to maximize your return on human capital
  • Aim to enhance the value of your company by attracting, motivating and retaining employees
  • Develop strategies to create a balance between cost and value
  • Provide deeper understanding of the trustee's fiduciary responsibilities for your company retirement plan

Client Services & Communications

  • Quarterly reviews to measure progress towards your goals
  • Quarterly newsletter to keep you apprised of the most current financial perspectives
  • Special reports on how to reduce your taxes and other important topics