Business Wealth Management
Wealth Management
- Cash flow management
- Tax mitigation
- Wealth protection strategies
- Charitable giving
- Estate transfer/inheritance
Business Succession Planning
- Buy/sell agreements and exit strategies
- Key person insurance
- Business valuation support
- Disability buyout arrangements
- Inheritance & estate considerations
Executive Compensation Strategies
- Non-qualified deferred compensation
- Executive bonus
- Split Dollar Plans
Qualified Retirement Plans
- 401(k)/profit sharing plan design & installation
- SEP IRAs, SIMPLE IRAs
- Cash Balance and Defined Benefit Plans
Employee Benefit Programs
- Group medical and managed care
- Group dental, vision and prescription drug coverage
- Group life, short term and long term disability
- Voluntary benefits
- HR services, compliance/healthcare reform