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Business Owners

We recognize the challenges business owners face in managing their wealth. Since your company or professional practice is one of your most important assets, we work with you to offer customized products and services to help you maximize its success and profitability. We provide trusted advice and guidance to address many questions and situations that come up:

  • What role does the business play in my overall wealth plan?
  • How do I determine the value of my business?
  • What are my business’s short and long-term cash flow needs?
  • How do I manage my restricted/concentrated equity ownership position in the company?
  • I want to retain my key employees. What are the options available for offering an employer sponsored retirement plan?
  • How do I balance saving for retirement while managing my business?
  • What are my options for passing my business along to a child?
  • How will the sale or transfer of the business impact my plan, and what does a potential sale look like?
  • Do I have the appropriate insurance coverage for my family and my key employees?
  • What are some options of buying a partner out?

Designed to Help Attract and Retain Talented Employees

Employer Sponsored Retirement Plans

We offer advisory services to employer sponsored retirement plans to help you attract and retain talented employees. To help your employees make the most of their plan, we provide education, support and advice to help them stay on track with their retirement goals.
Effective Plan Design

Whether you are looking to maximize contributions for executives or increase overall participation, our team works with you to help implement an effective, well-designed plan.

Investment Selection and Ongoing Due Diligence

We select from a broad range of investments that are tailored to you and your participants. From passively managed index funds to actively managed mutual funds and everything in between, our team crafts a custom investment lineup specific to your needs.

Participant Education

We understand that your retirement plan is measured by the successful retirement outcomes of your plan participants. We focus on retirement readiness and holistic investment planning to give your employees the tools they need to succeed. We provide both group and individual meetings and are always willing to customize an education program specific to your plan to help you meet education objectives.