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Business Financial Services

Succession Planning, Employer Sponsored Plans & More

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401(k), 403(b) & Retirement Plan Reviews

We are here to help with implementation of 401k, 403b and retirement plans, including a review of current investment strategies and current cost structures on existing plans.

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SIMPLE & SEP IRAs

We are here to help with implementation of SIMPLE IRAs & SEP IRAs including a review of current investment strategies and current cost structures on existing plans.

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Employee Benefit Programs

Our services include health, life, long-term care, AD&D, 401k, 403b, deferred compensation, profit sharing, short and long term disability insurance. With our help, you will see a variety of tax benefits, which thereby helps with employee retention and recruiting.

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Key Person Insurance

We provide rates and terms for new policies and we review existing policies for better rates and benefits. We provide you, the employer, with greater peace of mind in the event that a key employee passes away.

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Deferred Compensation & Profit-Sharing Programs

Let us help you shop existing plans for a better value and benefit for your business and your employees. We will then help you implement a plan, which in turn helps with employee retention and increases tax benefits.

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Business Succession Planning

It’s important to plan how you will successfully exit your business, and we are here to help navigate the situation. This topic encompasses many other issues in the financial services industry. We work together with you, the business owner, your attorney and your CPA to help identify a succession plan. We then implement that plan in order to help you either sell or transition the business to the next generation, a third party or a key employee.

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Buy / Sell Agreements

We review existing agreements for completeness and accuracy and in conjunction with the business valuation, we can determine if the agreement is accurate. We can then take steps to fund the existing agreement (most are never funded, therefore pointless to have) or modify the existing agreement with up-to-date values and data.

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Business Money Management & Investments

We can help provide full asset management for business investments and we review existing portfolios for better allocations and possible fee reductions.

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Contact Information

  • (405) 896-0960

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