We work with small businesses and entrepreneurs to understand the ever changing business environment and help them to make decisions to grow and support their business.

  • Succession Planning and Estate Conservation
  • Business Planning
  • Group Benefits: Life, Health, Dental, Disability and Long Term Care
  • Deferred Compensation and Buy Sell Plans
  • Disability Income and Salary Continuation
  • Executive Benefits and Key Person Life Insurance
  • Split-Dollar and Premium Financing
  • Retirement Plans: 401(k), Profit Sharing, Defined Benefit, SEP IRA, SIMPLE IRA, and other Company Sponsored Plans
  • Non Qualified Retirement Planning and Investment Programs for the Business Owner