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Regardless of company size, business owners are constantly faced with changes in the benefits marketplace. The owners’ goals are usually straightforward – to provide a comprehensive benefit package that will help attract and retain the best employees, while at the same time reducing the personal tax burdens on their own income and retirement plans. This requires a thorough understanding of the IRS code, in addition to strict adherence to Department of Labor rules and regulations. We work to help business owners stay on top of the regulatory, economic, and financial challenges they may face. Services include:

  • 401(k) Analysis
  • Costs/Fees Review
  • Plan investment review
  • Health Insurance Cost/Benefit Analysis
  • Tax Reduction & Minimization Planning
  • Defined Contribution Plan Analysis
  • Fully Insured Defined Benefit Plans
  • Post-Retirement Health Plan
  • Supplemental Retirement Income Plan
  • Executive Bonus Plans
  • Succession & Financial Estate Planning
  • Estate Tax Minimization
  • Your business’ unique circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

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