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