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

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

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

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